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)	₹540 Cr	₹1590 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	-0.59%	0.5%
6 Month	9.38%	9.18%
1 Year	-2.26%	1.24%
3 Year	16.26%	16.86%
5 Year	19.96%	20.22%

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	4.09%	3.86%
1 Year	14.43%	14.46%
3 Year	15.14%	16.79%
5 Year	15.9%	17.02%

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	11.98%	13.53%
3 Year	17.65%	14.25%
5 Year	17.62%	12.65%

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	13.48%	11.59%
Sharp	0.62%	0.7%
Beta	0.91%	0.89%
Alpha	-0.18%	-0.22%

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	9.71	4.74
Large Cap	62.85	72.25
Mid Cap	8.45	8.92
Small Cap	18.99	14.09

Scheme Name	Mahindra Manulife Consumption Fund- Regular Plan - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	5.79	2.95
Consumer Defensive	27.37	31.9
Consumer Cyclical	42.4	43.86
Basic Materials	3.4	1.42
Healthcare	1.69	3.68
Communication Services	9.74	11.37
Industrials	7.74	-
Utilities	1.87	-
Financial Services	-	2.92
Real Estate	-	1.9