Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Aditya Birla Sun Life India Gennext Fund 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) ₹5854 Cr ₹1564 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 57%
Expense Ratio 1.85 2.18
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 0.88% 0.69%
6 Month 2.25% 7.49%
1 Year 19.94% 21.96%
3 Year 16.31% 20.14%
5 Year 18.08% 18.13%

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 - -
1 Year 11.36% 18.08%
3 Year 19.43% 23.28%
5 Year 20.26% 21.71%

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 16.39% 13.81%
3 Year 15.82% 12.91%
5 Year 16.74% 12.23%

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 0.69% 0.94%
Beta 0.87% 0.88%
Alpha -1.11% 2.35%

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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 0.36 5.13
Mid Cap 16.63 10.61
Small Cap 17.58 13.18
Large Cap 64.88 71.37

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 0.36 5.13
Industrial Products 1.01 -
Food Products 3.59 5.4
Cement & Cement Products 1.67 -
Personal Products 5.3 -
Retailing 12.9 11.96
Diversified FMCG 7.51 15.01
Banks 12.64 -
Pharmaceuticals & Biotechnology 5.05 -
Leisure Services 2.25 2.58
Consumer Durables 11.4 17.56
Healthcare Services 1.81 3.05
Automobiles 11.96 13.52
Insurance 3.61 -
Finance 2.8 2.27
Agricultural Food & other Products 1.73 1.03
Realty 0.53 1.98
Entertainment 0.36 -
Chemicals & Petrochemicals 0.41 -
Telecom - Services 4.8 9.68
Transport Services 0.69 -
Beverages 5.85 7.59
Textiles & Apparels 0.51 -
Auto Components 0.71 2.15
Household Products - 1.38

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