Nippon India Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-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) | ₹2184 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Oct 2004 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 57% |
Expense Ratio | 2.01 | 2.19 |
Manager | Amar Kalkundrikar | Ashish Aggarwal |
ISIN Code | INF204K01AQ4 | INF903J01561 |
Exits Load | Nippon India Consumption Fund - 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 6.4% | 5.15% |
6 Month | -5.75% | -6.22% |
1 Year | 11.75% | 14.9% |
3 Year | 19.11% | 17.84% |
5 Year | 27.78% | 22.82% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 2.77% | 0.68% |
1 Year | -1.82% | -0.61% |
3 Year | 17.39% | 16.97% |
5 Year | 20.45% | 17.78% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 16.96% | 14.14% |
3 Year | 12.95% | 13.13% |
5 Year | 13.21% | 12.36% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 14.77% | 11.59% |
Sharp | 0.737% | 0.63% |
Beta | 0.909% | 0.9% |
Alpha | 4.825% | 0.15% |
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Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Amar Kalkundrikar | Ashish Aggarwal |
Total AUM | ₹19671 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3 | 7.29 |
Mid Cap | 20.04 | 8.29 |
Large Cap | 61.65 | 72.22 |
Small Cap | 15.31 | 12.2 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3 | 7.29 |
Consumer Cyclical | 41.06 | 41.18 |
Basic Materials | 5.31 | 1.5 |
Consumer Defensive | 35.08 | 30.28 |
Industrials | 6.97 | - |
Communication Services | 7.19 | 12.72 |
Financial Services | 0.72 | 2.87 |
Technology | 0.67 | - |
Healthcare | - | 2.71 |
Real Estate | - | 1.44 |
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