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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Aditya Birla Sun Life India Gennext Fund-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) | ₹6052 Cr | ₹1548 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | 3.15% | 2.68% |
| 6 Month | 3.66% | 0.95% |
| 1 Year | 5.87% | 8.72% |
| 3 Year | 20.2% | 21.94% |
| 5 Year | 22.08% | 21.29% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | 9.31% | 8.34% |
| 1 Year | 9.02% | 7.27% |
| 3 Year | 17.22% | 18.18% |
| 5 Year | 17.56% | 18.27% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 16.17% | 13.93% |
| 3 Year | 15.76% | 13.64% |
| 5 Year | 16.9% | 12.48% |
Risk Management
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 14.60% | 11.59% |
| Sharp | 0.74% | 0.88% |
| Beta | 0.94% | 0.91% |
| Alpha | 0.11% | 1.31% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 0.47 | 4.72 |
| Mid Cap | 17.27 | 9.32 |
| Small Cap | 13.54 | 12.7 |
| Large Cap | 68.23 | 73.24 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 0.47 | 4.72 |
| Industrial Products | 0.47 | - |
| Food Products | 3.66 | 4.99 |
| Retailing | 14.59 | 14.22 |
| Personal Products | 4.61 | - |
| Consumer Durables | 9.96 | 12.74 |
| Diversified FMCG | 7.02 | 15.04 |
| Banks | 12.93 | - |
| Pharmaceuticals & Biotechnology | 4.19 | - |
| Healthcare Services | 1.56 | 3.6 |
| Automobiles | 11.84 | 15.23 |
| Insurance | 3.64 | - |
| Finance | 3.04 | 2.71 |
| Agricultural Food & other Products | 1.97 | 1.64 |
| Beverages | 7.04 | 6.98 |
| Realty | 0.57 | 1.42 |
| Entertainment | 0.31 | - |
| Leisure Services | 2.72 | 3.52 |
| Telecom - Services | 5.44 | 9.61 |
| Cement & Cement Products | 1.11 | - |
| Transport Services | 0.99 | - |
| Textiles & Apparels | 0.53 | - |
| Auto Components | 0.85 | 1.43 |
| Household Products | - | 2.13 |
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