Aditya Birla Sun Life India Gennext Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

Invest Now

tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

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 -8.63% -9.1%
6 Month 11.86% 14.93%
1 Year 33.28% 30.69%
3 Year 15.22% 17.75%
5 Year 18.8% 17.74%

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 - -
1 Year 16.18% 14.95%
3 Year 36.87% 39.18%
5 Year 71.78% 69.01%

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 16.36% 13.99%
3 Year 15.87% 13.05%
5 Year 16.74% 12.24%

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 0.98% 1.15%
Beta 0.85% 0.87%
Alpha -0.23% 1.97%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
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)

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 5.35 6.97
Small Cap 15.53 16.51
Mid Cap 17.27 12.71
Large Cap 61.85 63.8

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 1.35 4.11
Automobile 12.84 14.85
Consumer Staples 24.71 33.3
Materials 2.35 1.73
Financial 17.69 2.41
Healthcare 6.62 2.85
Services 14.36 9.75
Consumer Discretionary 10.02 18.03
Insurance 2.23 -
Capital Goods 0.87 -
Construction 0.76 2.42
Communication 5.38 9.74
Chemicals 0.45 -
Textiles 0.37 -
Metals & Mining - 0.8

Top Comparisons

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.57%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns8.06%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns5.54%

Compare Now

ITI Small Cap Fund Regular - Growth ITI Small Cap Fund Regular - Growth

3Y Returns25.13%

VS

HDFC Small Cap Fund - Growth Option HDFC Small Cap Fund - Growth Option

3Y Returns27.36%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns27.41%

Compare Now
Request call back
Add to Cart Successfully