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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Aditya Birla Sun Life India Gennext Fund 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 | 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 | -3.95% | -5.45% |
| 6 Month | -16.49% | -15.24% |
| 1 Year | 3.99% | 7.51% |
| 3 Year | 14.2% | 17.02% |
| 5 Year | 17.46% | 16.4% |
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 | -10.38% | -10.77% |
| 1 Year | -17.34% | -15.26% |
| 3 Year | 9.82% | 12.08% |
| 5 Year | 14.1% | 15.15% |
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 |
| 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 | 0.82067 | 3.56845 |
| Mid Cap | 16.4042 | 8.46845 |
| Small Cap | 13.86987 | 13.34495 |
| Large Cap | 68.90523 | 74.61813 |
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 | 0.64046 | 3.56845 |
| Industrials | 2.67578 | - |
| Consumer Defensive | 27.04339 | 32.21289 |
| Consumer Cyclical | 35.361 | 43.40148 |
| Basic Materials | 1.82387 | 1.45822 |
| Financial Services | 18.31363 | 2.64144 |
| Healthcare | 6.56941 | 2.81011 |
| Real Estate | 0.59388 | 1.63719 |
| Communication Services | 6.97855 | 12.2702 |
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