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

Link copied to clipboard!

tortoise-icon Nippon India Consumption Fund-Growth Plan-Growth Option

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 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 0.22% 1.47%
6 Month -1.45% 8.14%
1 Year 20.82% 22.84%
3 Year 20.31% 20.75%
5 Year 23.15% 18.12%

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 7.45% 18.08%
3 Year 21.38% 23.28%
5 Year 23.71% 21.71%

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% 0.94%
Beta 0.78% 0.88%
Alpha 5.07% 2.35%

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 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

Top Comparisons

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.53%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.48%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns26.16%

VS

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns19.51%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.92%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns16.74%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.88%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns9.75%

Compare Now
Request call back
Add to Cart Successfully