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Nippon India Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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tortoise-icon Nippon India Consumption Fund-Growth Plan-Growth Option

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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