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) | ₹2802 Cr | ₹1590 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 | 0.73% | 2.64% |
| 6 Month | 4.82% | 7.24% |
| 1 Year | 3.11% | 4.9% |
| 3 Year | 15.3% | 16.12% |
| 5 Year | 23.79% | 20.02% |
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 | 0.91% | 0.71% |
| 1 Year | 8.02% | 6.5% |
| 3 Year | 13.69% | 13.81% |
| 5 Year | 16.65% | 15.22% |
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 | 16.06% | 13.53% |
| 3 Year | 13.67% | 14.25% |
| 5 Year | 13.47% | 12.65% |
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 | 13.43% | 11.59% |
| Sharp | 0.65% | 0.7% |
| Beta | 0.89% | 0.89% |
| Alpha | 0.32% | -0.22% |
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 | 5.42 | 4.74 |
| Large Cap | 73.18 | 72.25 |
| Small Cap | 6.92 | 14.09 |
| Mid Cap | 14.48 | 8.92 |
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 | 3.13 | 2.95 |
| Basic Materials | 4.17 | 1.42 |
| Consumer Cyclical | 44.1 | 43.86 |
| Consumer Defensive | 34.82 | 31.9 |
| Industrials | 6.95 | - |
| Communication Services | 5.8 | 11.37 |
| Financial Services | 1.02 | 2.92 |
| Healthcare | - | 3.68 |
| Real Estate | - | 1.9 |
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