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
Overview
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) | ₹5626 Cr | ₹1518 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Aug 2005 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 10% | 57% |
Expense Ratio | 1.85 | 2.19 |
Manager | Dhaval Joshi | Ashish Aggarwal |
ISIN Code | INF209K01447 | INF903J01561 |
Exits Load | Aditya Birla Sun Life India GenNext Fund - Regular Plan - 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 | 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 | 5.75% | 3.31% |
6 Month | -16.16% | -16.3% |
1 Year | 7.82% | 9.26% |
3 Year | 15.05% | 16.74% |
5 Year | 23.55% | 22.77% |
SIP Return Analysis
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 | -5.41% | -7.49% |
1 Year | -9.78% | -10.06% |
3 Year | 12.76% | 13.89% |
5 Year | 15.77% | 16.21% |
Rolling Lumpsum Returns
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 | 16.47% | 14.14% |
3 Year | 15.8% | 13.13% |
5 Year | 16.81% | 12.36% |
Risk Management
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 | 0.49% | 0.62% |
Beta | 0.88% | 0.91% |
Alpha | -1.55% | 0.64% |
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Fund Managers
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 |
Funds Managed | 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) |
Market Cap
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) |
---|---|---|
Others | 0.82 | 3.57 |
Mid Cap | 16.4 | 8.47 |
Small Cap | 13.87 | 13.34 |
Large Cap | 68.91 | 74.62 |
Sector Allocation
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) |
---|---|---|
Others | 0.64 | 3.57 |
Industrials | 2.68 | - |
Consumer Defensive | 27.04 | 32.21 |
Consumer Cyclical | 35.36 | 43.4 |
Basic Materials | 1.82 | 1.46 |
Financial Services | 18.31 | 2.64 |
Healthcare | 6.57 | 2.81 |
Real Estate | 0.59 | 1.64 |
Communication Services | 6.98 | 12.27 |
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