Aditya Birla Sun Life India Gennext Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Aditya Birla Sun Life India Gennext Fund-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) | ₹5441 Cr | ₹1496 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Aug 2005 | 12 May 2006 |
| Category | Consumption Theme | Consumption Theme |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 10% | 57% |
| Expense Ratio | 1.87 | 2.2 |
| Manager | Dhaval Joshi | Ashish Aggarwal |
| ISIN Code | INF209K01447 | INF903J01561 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | 7% | 7.28% |
| 6 Month | 24.49% | 24.97% |
| 1 Year | 38.91% | 37.8% |
| 3 Year | 18.52% | 20.63% |
| 5 Year | 23.01% | 21.47% |
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.18% | 14.95% |
| 3 Year | 36.87% | 39.18% |
| 5 Year | 71.78% | 69.01% |
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 21.03% | 19.16% |
| 3 Year | 53.25% | 51.26% |
| 5 Year | 75.29% | 71.85% |
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 11.81% | 11.59% |
| Sharp | 1.06% | 1.12% |
| Beta | 0.86% | 0.81% |
| Alpha | -0.58% | 0.94% |
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| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Name | Dhaval Joshi | Ashish Aggarwal |
| Total AUM | ₹361932 Cr | ₹9635 Cr |
| Fund Manage | 55 | 7 |
| Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Large Cap | 61.85 | 63.8 |
| Others | 5.35 | 6.97 |
| Mid Cap | 17.27 | 12.71 |
| Small Cap | 15.53 | 16.51 |
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Consumer Staples | 24.71 | 33.3 |
| Financial | 17.69 | 2.41 |
| Communication | 5.38 | 9.74 |
| Automobile | 12.84 | 14.85 |
| Services | 14.36 | 9.75 |
| Healthcare | 6.62 | 2.85 |
| Consumer Discretionary | 10.02 | 18.03 |
| Insurance | 2.23 | - |
| Materials | 2.35 | 1.73 |
| Others | 1.35 | 4.11 |
| Capital Goods | 0.87 | - |
| Construction | 0.76 | 2.42 |
| Chemicals | 0.45 | - |
| Textiles | 0.37 | - |
| Metals & Mining | - | 0.8 |
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