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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 ₹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 0.17% 0.16%
6 Month -6.23% -4.4%
1 Year -1.52% 6.39%
3 Year 19.39% 21.53%
5 Year 20.27% 21.11%

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 4.09% 4.23%
1 Year -3.8% 0.39%
3 Year 13.72% 15.85%
5 Year 15.59% 16.92%

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 14.789% 12%
Sharp 0.524% 1.07%
Beta 0.933% 0.85%
Alpha 1.52% 2.18%

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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 4.72
Large Cap 58.5 73.24
Mid Cap 13 9.32
Small Cap 22.5 12.7

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 4.72
Consumer Cyclical 40.78 -
Consumer Defensive 30.14 -
Basic Materials 3.48 -
Healthcare 1.95 -
Communication Services 9.87 -
Industrials 7.34 -
Utilities 2.18 -
Real Estate 0 -
Consumer Durables - 12.74
Retailing - 14.22
Diversified FMCG - 15.04
Automobiles - 15.23
Finance - 2.71
Agricultural Food & other Products - 1.64
Beverages - 6.98
Food Products - 4.99
Auto Components - 1.43
Telecom - Services - 9.61
Leisure Services - 3.52
Healthcare Services - 3.6
Household Products - 2.13
Realty - 1.42

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