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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Nippon India Consumption Fund compare

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tortoise-icon Nippon India Consumption Fund-Growth Plan-Growth Option

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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 Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Nippon India Consumption Fund-Growth Plan-Growth Option 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) ₹2783 Cr ₹1628 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Oct 2004 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 35% 57%
Expense Ratio 2.01 2.19
Manager Amar Kalkundrikar Ashish Aggarwal
ISIN Code INF204K01AQ4 INF903J01561
Exits Load Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month -3.66% -4.02%
6 Month -0.15% 0.55%
1 Year -0.17% -2.45%
3 Year 14.4% 14.83%
5 Year 18.21% 15.23%

SIP Return Analysis

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month -1.85% -1.12%
1 Year 4.45% 5.66%
3 Year 11.25% 12.14%
5 Year 14.84% 14.14%

Rolling Lumpsum Returns

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 14.99% 13.28%
3 Year 14.05% 14.7%
5 Year 13.52% 12.78%

Risk Management

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 11.84% 11.59%
Sharp 0.71% 0.74%
Beta 0.9% 0.89%
Alpha -1.05% -0.5%

Fund Managers

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Amar Kalkundrikar Ashish Aggarwal
Total AUM ₹19671 Cr ₹9635 Cr
Funds Managed 4 7
Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Nippon India Consumption Fund-Growth Plan-Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.98 3.22
Large Cap 73.76 72
Small Cap 6.22 15.83
Mid Cap 15.04 8.95

Sector Allocation

Scheme Name

Nippon India Consumption Fund-Growth Plan-Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 1.75 1.06
Basic Materials 5 1.7
Consumer Cyclical 45.38 45.89
Consumer Defensive 34.51 30.63
Industrials 5.45 -
Technology 0.29 0
Communication Services 6.53 12.24
Financial Services 1.1 3.06
Healthcare - 3.56
Real Estate - 1.85

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