Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹495 Cr | ₹1548 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 |
Trailing Lumpsum Returns
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 | 1.99% | 2.41% |
6 Month | -3.77% | -2.42% |
1 Year | -1.08% | 7.11% |
3 Year | 18.97% | 21.39% |
5 Year | 19.72% | 20.91% |
SIP Return Analysis
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 | 5.56% | 6.72% |
1 Year | 0.18% | 5.77% |
3 Year | 14.38% | 17.14% |
5 Year | 16.04% | 17.74% |
Rolling Lumpsum Returns
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 | 13.12% | 13.93% |
3 Year | 17.8% | 13.64% |
5 Year | 16.79% | 12.48% |
Risk Management
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 | 14.60% | 14.97% |
Sharp | 0.89% | 1.00% |
Beta | 0.94% | 0.91% |
Alpha | -0.41% | 1.96% |
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Fund Managers
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) |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 11.07 | 5.03 |
Large Cap | 56.7 | 72.77 |
Mid Cap | 10.97 | 9.26 |
Small Cap | 21.26 | 12.96 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 7.37 | 5.03 |
Consumer Cyclical | 40.23 | - |
Consumer Defensive | 27.56 | - |
Basic Materials | 3.15 | - |
Healthcare | 1.87 | - |
Communication Services | 10.03 | - |
Industrials | 7.72 | - |
Utilities | 2.06 | - |
Consumer Durables | - | 12.67 |
Retailing | - | 14.25 |
Diversified FMCG | - | 14.76 |
Automobiles | - | 15.52 |
Finance | - | 3.01 |
Agricultural Food & other Products | - | 1.54 |
Beverages | - | 6.57 |
Food Products | - | 4.98 |
Auto Components | - | 1.68 |
Telecom - Services | - | 9.47 |
Healthcare Services | - | 3.51 |
Household Products | - | 1.95 |
Realty | - | 2.21 |
Leisure Services | - | 2.87 |
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