Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹2756 Cr | ₹1599 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 | 4.47% | 3.94% |
6 Month | 18.06% | 17.26% |
1 Year | -4.96% | -2.99% |
3 Year | 15.81% | 15.82% |
5 Year | 23.05% | 19.38% |
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 | 6.23% | 6.03% |
1 Year | 15.16% | 13.28% |
3 Year | 17.27% | 17.31% |
5 Year | 19.08% | 17.37% |
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 | 16.24% | 13.68% |
3 Year | 13.51% | 13.98% |
5 Year | 13.42% | 12.59% |
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 | 13.41% | 11.59% |
Sharp | 0.72% | 0.75% |
Beta | 0.85% | 0.88% |
Alpha | 3.00% | 0.71% |
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 | 3.81 | 7.41 |
Large Cap | 68.77 | 69.98 |
Small Cap | 12.17 | 13.04 |
Mid Cap | 15.25 | 9.57 |
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 | 3.81 | 5.49 |
Basic Materials | 5.36 | 1.46 |
Consumer Cyclical | 42.3 | 41.9 |
Consumer Defensive | 32.44 | 30.76 |
Industrials | 7.72 | - |
Communication Services | 7.22 | 11.5 |
Financial Services | 1.14 | 3.07 |
Healthcare | - | 3.76 |
Real Estate | - | 2.05 |
Top Comparisons
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.23%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.47%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns18.4%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns27.82%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.19%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.8%