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

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

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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 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) ₹229 Cr ₹1496 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Nov 2018 12 May 2006
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57%
Expense Ratio 2.38 2.2
Manager Abhinav Khandelwal Ashish Aggarwal
ISIN Code INF174V01630 INF903J01561
Exits Load Exit load of 1%, if redeemed within 3 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 -4.19% -2.32%
6 Month 4.91% 12.01%
1 Year 25.99% 24.55%
3 Year 17.08% 17.81%
5 Year 17.34% 18.22%

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 7.8% 18.49%
3 Year 20.2% 23.35%
5 Year - 21.66%

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 13.73% 13.81%
3 Year 18.52% 12.91%
5 Year 15.71% 12.23%

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 11.06% 11.59%
Sharp 1.23% 0.8%
Beta 0.77% 0.9%
Alpha 2.22% 0.45%

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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 7.97 6.97
Large Cap 56.6 63.8
Mid Cap 11.04 12.71
Small Cap 24.39 16.51

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 5.82 4.11
Automobiles 15.75 -
Personal Products 7.59 -
Healthcare Services 1.48 -
Diversified FMCG 14.29 -
Paper, Forest & Jute Products 1.41 -
Leisure Services 3.27 -
Telecom - Services 7.28 -
Consumer Durables 6.15 -
Agricultural Food & other Products 0.97 -
Retailing 15.94 -
Beverages 3.18 -
Food Products 4.81 -
Power 1.89 -
Realty 0.76 -
Household Products 2.69 -
Auto Components 5.02 -
Textiles & Apparels 1.01 -
Media 0.69 -
Materials - 1.73
Services - 9.75
Consumer Staples - 33.3
Metals & Mining - 0.8
Automobile - 14.85
Financial - 2.41
Consumer Discretionary - 18.03
Communication - 9.74
Healthcare - 2.85
Construction - 2.42

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