Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Invest Now

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) ₹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 8.28% 8.48%
6 Month -10.64% -7.76%
1 Year 7.28% 14.26%
3 Year 15.68% 17.63%
5 Year 20.78% 21.93%

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 0.19% 0.68%
1 Year -6.74% -0.61%
3 Year 14.92% 16.97%
5 Year 16.6% 17.78%

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 14.789% 11.59%
Sharp 0.524% 0.63%
Beta 0.933% 0.9%
Alpha 1.52% 0.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 7.29
Large Cap 58.5 72.22
Mid Cap 13 8.29
Small Cap 22.5 12.2

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 4.26 7.29
Consumer Cyclical 40.78 41.18
Consumer Defensive 30.14 30.28
Basic Materials 3.48 1.5
Healthcare 1.95 2.71
Communication Services 9.87 12.72
Industrials 7.34 -
Utilities 2.18 -
Real Estate 0 1.44
Financial Services - 2.87

Top Comparisons

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns12.59%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns15.38%

Compare Now

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns24.54%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns16.08%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.25%

VS

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.27%

Compare Now

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.05%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.08%

Compare Now
Add to Cart Successfully