Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Nippon India Consumption Fund compare

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tortoise-icon Nippon India Consumption Fund-Growth Plan-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 Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Nippon India Consumption Fund-Growth 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) ₹1056 Cr ₹1496 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Sep 2004 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 35% 57%
Expense Ratio 2.23 2.2
Manager Amar Kalkundrikar Ashish Aggarwal
ISIN Code INF204K01AQ4 INF903J01561
Exits Load Exit load of 1% if redeemed within 1 month./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 Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 2.86% 6.29%
6 Month 25.97% 31.64%
1 Year 43.85% 39.39%
3 Year 25.25% 21.39%
5 Year 27.72% 21.98%

SIP Return Analysis

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month - -
1 Year 21.08% 14.95%
3 Year 49.58% 39.18%
5 Year 98.68% 69.01%

Rolling Lumpsum Returns

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 25.77% 19.16%
3 Year 69.35% 51.26%
5 Year 98.68% 71.85%

Risk Management

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 11.84% 11.59%
Sharp 1.44% 1.09%
Beta 0.78% 0.86%
Alpha 5.07% 1.63%

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Fund Managers

Scheme Name Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Amar Kalkundrikar Ashish Aggarwal
Total AUM ₹19671 Cr ₹9635 Cr
Fund Manage 4 7
Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Nippon India Consumption Fund-Growth Plan-Growth Option

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

Others 3.91 6.97
Small Cap 14.71 16.51
Large Cap 66.85 63.8
Mid Cap 14.53 12.71

Sector Allocation

Scheme Name

Nippon India Consumption Fund-Growth Plan-Growth Option

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

Others 3.91 4.11
Services 20.74 9.75
Consumer Staples 34.15 33.3
Financial 1.23 2.41
Automobile 17.68 14.85
Capital Goods 4.12 -
Materials 3.99 1.73
Consumer Discretionary 2.65 18.03
Communication 8.64 9.74
Textiles 2.89 -
Metals & Mining - 0.8
Healthcare - 2.85
Construction - 2.42

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