Mahindra Manulife Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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 Risk | Very High Risk |
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 | -4.82% | -3.12% |
6 Month | -14.83% | -8.68% |
1 Year | 4.22% | 10.24% |
3 Year | 14.76% | 16.75% |
5 Year | 13.51% | 14.55% |
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 | - | - |
1 Year | -12.18% | -1.11% |
3 Year | 12.85% | 16.46% |
5 Year | 15.52% | 17.57% |
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 | 13.856% | 11.59% |
Sharp | 0.7% | 0.78% |
Beta | 0.904% | 0.9% |
Alpha | 2.423% | 0.71% |
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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 |
Fund Manage | 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 | 6.4 | 5.13 |
Large Cap | 57.49 | 71.37 |
Mid Cap | 10.16 | 10.61 |
Small Cap | 25.95 | 13.18 |
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 | 6.4 | 5.13 |
Personal Products | 5.71 | - |
Consumer Durables | 10.31 | 17.56 |
Healthcare Services | 2.05 | 3.05 |
Diversified FMCG | 12.4 | 15.01 |
Paper, Forest & Jute Products | 2 | - |
Leisure Services | 4.52 | 2.58 |
Automobiles | 14.83 | 13.52 |
Agricultural Food & other Products | 2.43 | 1.03 |
Telecom - Services | 6.86 | 9.68 |
Retailing | 12.82 | 11.96 |
Beverages | 4.43 | 7.59 |
Food Products | 4.25 | 5.4 |
Power | 2.88 | - |
Realty | 0.5 | 1.98 |
Household Products | 3.48 | 1.38 |
Textiles & Apparels | 0.87 | - |
Auto Components | 2.81 | 2.15 |
Media | 0.45 | - |
Finance | - | 2.27 |
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