Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mahindra Manulife Consumption Fund compare

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Mahindra Manulife Consumption Fund- Regular Plan - Growth

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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	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Mahindra Manulife Consumption Fund- Regular Plan - Growth	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)	₹529 Cr	₹1599 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Nov 2018	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	123%	57%
Expense Ratio	2.37	2.19
Manager	Abhinav Khandelwal	Ashish Aggarwal
ISIN Code	INF174V01630	INF903J01561
Exits Load	Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 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	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	5.76%	4.68%
6 Month	18.68%	18.09%
1 Year	-5.01%	-1.82%
3 Year	16.47%	16.66%
5 Year	19.83%	19.39%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	7.08%	6.03%
1 Year	14.2%	13.28%
3 Year	16.12%	17.31%
5 Year	16.5%	17.37%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	12.39%	13.68%
3 Year	17.92%	13.98%
5 Year	17.39%	12.59%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	13.45%	11.59%
Sharp	0.65%	0.75%
Beta	0.88%	0.88%
Alpha	1.77%	0.71%

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Abhinav Khandelwal	Ashish Aggarwal
Total AUM	₹5522 Cr	₹9635 Cr
Funds Managed	5	7
	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.41	7.41
Large Cap	61.05	69.98
Mid Cap	9.98	9.57
Small Cap	20.56	13.04

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.86	5.49
Consumer Defensive	27.31	30.76
Consumer Cyclical	43.33	41.9
Basic Materials	3.77	1.46
Healthcare	1.99	3.76
Communication Services	8.64	11.5
Industrials	8.1	-
Utilities	2.01	-
Financial Services	-	3.07
Real Estate	-	2.05