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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

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

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

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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) ₹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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