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) | ₹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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