Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mirae Asset Great Consumer Fund compare
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Mirae Asset Great Consumer Fund - Regular Plan - 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) | ₹3942 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2011 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 33% | 57% |
Expense Ratio | 1.86 | 2.19 |
Manager | Ankit Jain | Ashish Aggarwal |
ISIN Code | INF769K01135 | INF903J01561 |
Exits Load | Mirae Asset Great Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 5.35% | 3.31% |
6 Month | -19.73% | -16.3% |
1 Year | 5.87% | 9.26% |
3 Year | 17.02% | 16.74% |
5 Year | 24.69% | 22.77% |
SIP Return Analysis
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | -8.08% | -7.49% |
1 Year | -15.11% | -10.06% |
3 Year | 12.67% | 13.89% |
5 Year | 16.78% | 16.21% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 16.96% | 14.14% |
3 Year | 17.83% | 13.13% |
5 Year | 17.3% | 12.36% |
Risk Management
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 15.699% | 11.59% |
Sharp | 0.577% | 0.62% |
Beta | 0.986% | 0.91% |
Alpha | 2.469% | 0.64% |
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Fund Managers
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Ankit Jain | Ashish Aggarwal |
Total AUM | ₹47966 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.52 | 3.57 |
Small Cap | 26.73 | 13.34 |
Mid Cap | 10.86 | 8.47 |
Large Cap | 59.9 | 74.62 |
Sector Allocation
Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.38 | 3.57 |
Industrials | 6.17 | - |
Consumer Cyclical | 43.98 | 43.4 |
Basic Materials | 7.72 | 1.46 |
Consumer Defensive | 26.62 | 32.21 |
Healthcare | 4.38 | 2.81 |
Financial Services | 1.47 | 2.64 |
Communication Services | 7.29 | 12.27 |
Real Estate | - | 1.64 |
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