Mahindra Manulife Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹540 Cr | ₹1590 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 13 Nov 2018 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 57% |
Expense Ratio | 2.37 | 2.19 |
Manager | Abhinav Khandelwal | Ashish Aggarwal |
ISIN Code | INF174V01630 | INF903J01561 |
Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | -0.48% | 0.34% |
6 Month | 9.17% | 9.13% |
1 Year | -2.45% | 0.67% |
3 Year | 16.64% | 17.39% |
5 Year | 20.14% | 20.34% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 4.09% | 3.86% |
1 Year | 14.43% | 14.46% |
3 Year | 15.14% | 16.79% |
5 Year | 15.9% | 17.02% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 11.98% | 13.53% |
3 Year | 17.65% | 14.25% |
5 Year | 17.62% | 12.65% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 13.48% | 13.44% |
Sharp | 0.62% | 0.64% |
Beta | 0.91% | 0.85% |
Alpha | -0.18% | 0.61% |
Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Abhinav Khandelwal | Ashish Aggarwal |
Total AUM | ₹5522 Cr | ₹9635 Cr |
Funds Managed | 5 | 7 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 9.71 | 4.74 |
Large Cap | 62.85 | 72.25 |
Mid Cap | 8.45 | 8.92 |
Small Cap | 18.99 | 14.09 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 5.79 | 2.95 |
Consumer Defensive | 27.37 | 31.9 |
Consumer Cyclical | 42.4 | 43.86 |
Basic Materials | 3.4 | 1.42 |
Healthcare | 1.69 | 3.68 |
Communication Services | 9.74 | 11.37 |
Industrials | 7.74 | - |
Utilities | 1.87 | - |
Financial Services | - | 2.92 |
Real Estate | - | 1.9 |
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