Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth 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) ₹435 Cr ₹1518 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Nov 2018 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57%
Expense Ratio 2.37 2.19
Manager Abhinav Khandelwal Ashish Aggarwal
ISIN Code INF174V01630 INF903J01561
Exits Load Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 5.24% 2.51%
6 Month -18.47% -16.86%
1 Year 3.12% 8.11%
3 Year 14.37% 16.15%
5 Year 22.14% 23.21%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month -7.7% -7.49%
1 Year -15.39% -10.06%
3 Year 12.34% 13.89%
5 Year 15.32% 16.21%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 14.24% 14.14%
3 Year 18.43% 13.13%
5 Year 16.21% 12.36%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 14.789% 11.59%
Sharp 0.524% 0.62%
Beta 0.933% 0.91%
Alpha 1.52% 0.64%

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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Abhinav Khandelwal Ashish Aggarwal
Total AUM ₹5522 Cr ₹9635 Cr
Funds Managed 5 7
Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

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

Others 6 3.57
Large Cap 58.5 74.62
Mid Cap 13 8.47
Small Cap 22.5 13.34

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

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

Others 4.26 3.57
Consumer Cyclical 40.78 43.4
Consumer Defensive 30.14 32.21
Basic Materials 3.48 1.46
Healthcare 1.95 2.81
Communication Services 9.87 12.27
Industrials 7.34 -
Utilities 2.18 -
Real Estate 0 1.64
Financial Services - 2.64

Top Comparisons

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.19%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns11.19%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns14.77%

VS

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

Compare Now

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

3Y Returns10.09%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns14%

Compare Now

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

3Y Returns15.14%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns17.48%

Compare Now
Add to Cart Successfully