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)	₹6526 Cr	₹1643 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	-0.94%	-1.97%
6 Month	3.91%	3.21%
1 Year	2.33%	0.64%
3 Year	13.9%	15.3%
5 Year	16.9%	16.49%

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	1.23%	1.35%
1 Year	11.52%	10.65%
3 Year	13.54%	14.43%
5 Year	14.5%	15.62%

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	15.64%	13.34%
3 Year	15.73%	14.68%
5 Year	17.23%	12.77%

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	0.66%	0.76%
Beta	0.9%	0.89%
Alpha	-1.6%	0.11%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
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	0.21	3.16
Mid Cap	19.25	7.25
Small Cap	12.09	14.28
Large Cap	68.15	75.28

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	0.21	3.16
Industrial Products	0.62	-
Food Products	3.87	6.34
Retailing	14.88	13.98
Personal Products	4.22	0.53
Consumer Durables	10.39	13.09
Diversified FMCG	6.94	14.6
Insurance	3.44	-
Banks	11.7	-
Pharmaceuticals & Biotechnology	3.73	-
Automobiles	14	16.65
Finance	3.14	3.06
Consumer Services	0.78	-
Miscellaneous	0.61	-
Agricultural Food & other Products	1.89	1.53
Beverages	5.67	4.28
Realty	0.57	2.12
Auto Components	1.39	2.32
Telecom - Services	5.48	10.14
Healthcare Services	0.84	3.69
Diversified	0.7	-
Cement & Cement Products	1.04	-
Transport Services	1.47	-
Textiles & Apparels	0.44	-
Leisure Services	1.68	2.69
Household Products	-	1.79