Nippon India Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | 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) | ₹2664 Cr | ₹1576 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Oct 2004 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 57% |
Expense Ratio | 2.01 | 2.19 |
Manager | Amar Kalkundrikar | Ashish Aggarwal |
ISIN Code | INF204K01AQ4 | INF903J01561 |
Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 2.13% | 1.83% |
6 Month | 16.11% | 14.57% |
1 Year | -4.24% | -0.75% |
3 Year | 17.04% | 16.62% |
5 Year | 22.32% | 18.64% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 4.56% | 4.54% |
1 Year | 8.67% | 7.41% |
3 Year | 16.71% | 16.83% |
5 Year | 19.22% | 17.44% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 16.24% | 13.68% |
3 Year | 13.51% | 13.98% |
5 Year | 13.42% | 12.59% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 13.60% | 11.59% |
Sharp | 0.81% | 0.83% |
Beta | 0.87% | 0.88% |
Alpha | 2.28% | 1.09% |
Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Amar Kalkundrikar | Ashish Aggarwal |
Total AUM | ₹19671 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.81 | 7.41 |
Large Cap | 68.77 | 69.98 |
Small Cap | 12.17 | 13.04 |
Mid Cap | 15.25 | 9.57 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.81 | 5.49 |
Basic Materials | 5.36 | 1.46 |
Consumer Cyclical | 42.3 | 41.9 |
Consumer Defensive | 32.44 | 30.76 |
Industrials | 7.72 | - |
Communication Services | 7.22 | 11.5 |
Financial Services | 1.14 | 3.07 |
Healthcare | - | 3.76 |
Real Estate | - | 2.05 |
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