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) ₹2073 Cr ₹1564 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Oct 2004 15 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 2.03 2.18
Manager Amar Kalkundrikar Ashish Aggarwal
ISIN Code INF204K01AQ4 INF903J01561
Exits Load Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 Nippon India Consumption Fund-Growth Plan-Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month -2.15% -4.73%
6 Month -6.1% -1.92%
1 Year 13.24% 13.25%
3 Year 18.14% 16.69%
5 Year 21.43% 15.94%

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 2.05% 8.22%
3 Year 19.36% 19.83%
5 Year 22.38% 19.65%

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 16.74% 13.81%
3 Year 12.68% 12.91%
5 Year 13.08% 12.23%

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% 0.89%
Beta 0.78% 0.88%
Alpha 5.07% 2.42%

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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 4.48 5.13
Large Cap 61.16 71.37
Small Cap 17.28 13.18
Mid Cap 17.08 10.61

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 4.48 5.13
Consumer Durables 17.05 17.56
Retailing 11.87 11.96
Diversified FMCG 12.1 15.01
Automobiles 15.53 13.52
Personal Products 7.16 -
Entertainment 1.29 -
Agricultural Food & other Products 2.51 1.03
Leisure Services 7.25 2.58
Telecom - Services 7.23 9.68
Transport Services 1.19 -
Beverages 6.54 7.59
Cigarettes & Tobacco Products 1.23 -
Textiles & Apparels 2.56 -
Food Products 2.01 5.4
Finance - 2.27
Auto Components - 2.15
Healthcare Services - 3.05
Household Products - 1.38
Realty - 1.98

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