Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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% |
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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 |
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 |
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