Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Aditya Birla Sun Life India Gennext Fund compare

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Aditya Birla Sun Life Consumption Fund-Growth Option

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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	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6521 Cr	₹1584 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Aug 2005	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	10%	57%
Expense Ratio	1.85	2.19
Manager	Dhaval Joshi	Ashish Aggarwal
ISIN Code	INF209K01447	INF903J01561
Exits Load	Aditya Birla Sun Life India GenNext Fund - Regular Plan - 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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	-2.2%	-3.03%
6 Month	-1.67%	-3.76%
1 Year	5.09%	0.75%
3 Year	14.92%	15.58%
5 Year	14.49%	14.1%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-3.56%	-5.58%
1 Year	1.4%	-3.59%
3 Year	9.39%	8.32%
5 Year	12%	12.11%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	15.49%	13.23%
3 Year	15.68%	14.75%
5 Year	17.17%	12.82%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	11.81%	11.59%
Sharp	0.73%	0.76%
Beta	0.9%	0.91%
Alpha	-2.05%	-1.45%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Dhaval Joshi	Ashish Aggarwal
Total AUM	₹361932 Cr	₹9635 Cr
Funds Managed	55	7
	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.49	3.53
Mid Cap	15.05	8.77
Small Cap	9.36	15.51
Large Cap	67.1	72.19

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	1.06	1.29
Industrials	3.79	0.53
Consumer Defensive	25.47	28.44
Consumer Cyclical	36.17	46.69
Basic Materials	2.44	1.68
Financial Services	18.11	3.1
Healthcare	5.24	3.72
Technology	0.22	-
Real Estate	0.63	1.96
Communication Services	6.86	12.61