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Compare Sundaram Consumption Fund vs Nippon India Consumption Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.17 | 1.94 |
NAV | ₹101.95 | ₹205.76 |
Fund Started | 20 Mar 2006 | 16 Sep 2004 |
Fund Size | ₹1589.62 Cr | ₹2801.87 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load of 1% if redeemed within 1 month. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.17
1.94
NAV
₹101.95
₹205.76
Fund Started
20 Mar 2006
16 Sep 2004
Fund Size
₹1589.62 Cr
₹2801.87 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 1% if redeemed within 1 month.
Returns
1 Year | 1.24% | -0.28% |
3 Year | 16.86% | 16.13% |
5 Year | 20.22% | 24.04% |
1 Year
1.24%
-0.28%
3 Year
16.86%
16.13%
5 Year
20.22%
24.04%
Holding Analysis
Equity | 98.00% | 96.86% |
Cash | 2.00% | 3.12% |
Equity
98.00%
96.86%
Cash
2.00%
3.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.58% |
Mahindra & Mahindra Ltd. | 9.02% |
ITC Ltd. | 7.79% |
Hindustan Unilever Ltd. | 7.07% |
Eternal Ltd. | 5.92% |
Titan Company Ltd. | 4.51% |
Maruti Suzuki India Ltd. | 4.06% |
Apollo Hospitals Enterprise Ltd. | 3.68% |
Nestle India Ltd. | 3.21% |
Safari Industries (India) Ltd. | 3.11% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 9.28% |
ITC Ltd. | 7.29% |
Maruti Suzuki India Ltd. | 6.95% |
Hindustan Unilever Ltd. | 6.56% |
Bharti Airtel Ltd. | 5.80% |
Avenue Supermarts Ltd. | 4.23% |
Eternal Ltd. | 4.22% |
Interglobe Aviation Ltd. | 3.36% |
Eicher Motors Ltd. | 3.25% |
Asian Paints Ltd. | 3.12% |
Fund Manager
Name | Ratish Varier | Akshay Sharma |
Start Date | 05 Jun 2024 | 01 Dec 2022 |
Name
Ratish Varier
Akshay Sharma
Start Date
05 Jun 2024
01 Dec 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India. | The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. |
Launch Date | 20 Mar 2006 | 16 Sep 2004 |
Description
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Launch Date
20 Mar 2006
16 Sep 2004