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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 Risk | Very High Risk |
| 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 | -3.38% | -3.12% |
| 6 Month | -11.77% | -8.68% |
| 1 Year | 6.99% | 10.24% |
| 3 Year | 13.54% | 16.75% |
| 5 Year | 15.24% | 14.55% |
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 | -8.47% | -4.15% |
| 3 Year | 12.45% | 15.56% |
| 5 Year | 16.06% | 17.41% |
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 | 0.54% | 0.78% |
| Beta | 0.9% | 0.9% |
| Alpha | -2.91% | 0.71% |
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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 |
| 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 | 0.36 | 5.13 |
| Mid Cap | 16.63 | 10.61 |
| Small Cap | 17.58 | 13.18 |
| Large Cap | 64.88 | 71.37 |
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 | 0.36 | 5.13 |
| Industrial Products | 1.01 | - |
| Food Products | 3.59 | 5.4 |
| Cement & Cement Products | 1.67 | - |
| Personal Products | 5.3 | - |
| Retailing | 12.9 | 11.96 |
| Diversified FMCG | 7.51 | 15.01 |
| Banks | 12.64 | - |
| Pharmaceuticals & Biotechnology | 5.05 | - |
| Leisure Services | 2.25 | 2.58 |
| Consumer Durables | 11.4 | 17.56 |
| Healthcare Services | 1.81 | 3.05 |
| Automobiles | 11.96 | 13.52 |
| Insurance | 3.61 | - |
| Finance | 2.8 | 2.27 |
| Agricultural Food & other Products | 1.73 | 1.03 |
| Realty | 0.53 | 1.98 |
| Entertainment | 0.36 | - |
| Chemicals & Petrochemicals | 0.41 | - |
| Telecom - Services | 4.8 | 9.68 |
| Transport Services | 0.69 | - |
| Beverages | 5.85 | 7.59 |
| Textiles & Apparels | 0.51 | - |
| Auto Components | 0.71 | 2.15 |
| Household Products | - | 1.38 |
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