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)	₹559 Cr	₹1584 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	-5.18%	-5.49%
6 Month	-3.9%	-6.14%
1 Year	0.99%	-0.38%
3 Year	14.62%	14.86%
5 Year	13.46%	13.22%

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	-4.15%	-5.58%
1 Year	0.59%	-3.59%
3 Year	8.25%	8.32%
5 Year	11.81%	12.11%

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	10.94%	13.23%
3 Year	16.82%	14.75%
5 Year	17.61%	12.82%

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	11.06%	11.59%
Sharp	0.76%	0.76%
Beta	0.92%	0.91%
Alpha	-1.65%	-1.45%

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	11.28	3.53
Large Cap	64.95	72.19
Mid Cap	7.15	8.77
Small Cap	16.63	15.51

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.68	1.29
Consumer Cyclical	41.55	46.69
Consumer Defensive	27.28	28.44
Basic Materials	2.61	1.68
Healthcare	1.53	3.72
Real Estate	1.5	1.96
Communication Services	10.97	12.61
Industrials	7.64	0.53
Utilities	1.76	-
Technology	1.47	-
Financial Services	-	3.1