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) | ₹2783 Cr | ₹1628 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 | -1.03% | -1.43% |
| 6 Month | -1.56% | -1.09% |
| 1 Year | 0.57% | -0.81% |
| 3 Year | 15.82% | 16.22% |
| 5 Year | 17.88% | 14.73% |
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 | -1.69% | -1.39% |
| 1 Year | 3.3% | 3.97% |
| 3 Year | 10.65% | 11.39% |
| 5 Year | 14.51% | 13.81% |
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 | 14.92% | 13.26% |
| 3 Year | 14.08% | 14.73% |
| 5 Year | 13.55% | 12.8% |
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 | 11.84% | 11.59% |
| Sharp | 0.71% | 0.74% |
| Beta | 0.9% | 0.89% |
| Alpha | -1.05% | -0.5% |
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 | 7.18 | 3.22 |
| Large Cap | 73.29 | 72 |
| Small Cap | 5.8 | 15.83 |
| Mid Cap | 13.74 | 8.95 |
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 | 2.26 | 1.06 |
| Basic Materials | 4.34 | 1.7 |
| Consumer Cyclical | 45.77 | 45.89 |
| Consumer Defensive | 34.01 | 30.63 |
| Industrials | 4.92 | - |
| Technology | 0.94 | 0 |
| Financial Services | 1.16 | 3.06 |
| Communication Services | 6.6 | 12.24 |
| Healthcare | - | 3.56 |
| Real Estate | - | 1.85 |
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