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

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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tortoise-icon 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) ₹435 Cr ₹1518 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 4.45% 5.96%
6 Month -5.99% -2.83%
1 Year 4.02% 12.42%
3 Year 16.19% 18.22%
5 Year 20.14% 21.58%

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 0.91% 1.24%
1 Year -7.24% -1.06%
3 Year 14.66% 16.94%
5 Year 16.43% 17.73%

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 14.24% 14.14%
3 Year 18.43% 13.13%
5 Year 16.21% 12.36%

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 14.789% 11.59%
Sharp 0.524% 0.63%
Beta 0.933% 0.9%
Alpha 1.52% 0.15%

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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 6 7.29
Large Cap 58.5 72.22
Mid Cap 13 8.29
Small Cap 22.5 12.2

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 4.26 7.29
Consumer Cyclical 40.78 41.18
Consumer Defensive 30.14 30.28
Basic Materials 3.48 1.5
Healthcare 1.95 2.71
Communication Services 9.87 12.72
Industrials 7.34 -
Utilities 2.18 -
Real Estate 0 1.44
Financial Services - 2.87

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