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 | 0.82% | 0.56% |
6 Month | 3.76% | 0.76% |
1 Year | 3.22% | 5.42% |
3 Year | 18.16% | 19.8% |
5 Year | 21.25% | 20.32% |
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 | 7.5% | 6.72% |
1 Year | 6.72% | 5.77% |
3 Year | 15.78% | 17.14% |
5 Year | 16.73% | 17.74% |
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 | 11.81% | 11.59% |
Sharp | 0.99% | 1.06% |
Beta | 0.88% | 0.9% |
Alpha | 0.15% | 1.57% |
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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 | 3.2 | 7.03 |
Mid Cap | 16.15 | 9.26 |
Small Cap | 13.71 | 12.96 |
Large Cap | 66.94 | 70.75 |
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 | 1.21 | 5.03 |
Industrials | 3.89 | - |
Consumer Defensive | 26.17 | 31.88 |
Consumer Cyclical | 34.53 | 41.5 |
Basic Materials | 1.75 | 1.4 |
Financial Services | 19.35 | 3.01 |
Healthcare | 5.66 | 3.51 |
Real Estate | 0.56 | 2.21 |
Communication Services | 6.89 | 11.47 |
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