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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 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.18 | 1.96 |
NAV | ₹96.59 | ₹196.86 |
Fund Started | 20 Mar 2006 | 16 Sep 2004 |
Fund Size | ₹1548.26 Cr | ₹2418.88 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
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.18
1.96
NAV
₹96.59
₹196.86
Fund Started
20 Mar 2006
16 Sep 2004
Fund Size
₹1548.26 Cr
₹2418.88 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 | 7.68% | 1.92% |
3 Year | 21.96% | 22.46% |
5 Year | 20.66% | 24.59% |
1 Year
7.68%
1.92%
3 Year
21.96%
22.46%
5 Year
20.66%
24.59%
Holding Analysis
Equity | 94.97% | 95.24% |
Cash | 5.03% | 4.76% |
Equity
94.97%
95.24%
Cash
5.03%
4.76%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.47% |
ITC Ltd. | 8.08% |
Mahindra & Mahindra Ltd. | 7.51% |
Hindustan Unilever Ltd. | 6.68% |
Titan Company Ltd. | 4.88% |
Maruti Suzuki India Ltd. | 4.66% |
Eternal Ltd. | 4.62% |
United Spirits Ltd. | 4.45% |
Apollo Hospitals Enterprise Ltd. | 3.51% |
Safari Industries (India) Ltd. | 3.36% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.71% |
Hindustan Unilever Ltd. | 6.48% |
Mahindra & Mahindra Ltd. | 6.10% |
ITC Ltd. | 5.42% |
Godrej Consumer Products Ltd. | 4.49% |
Avenue Supermarts Ltd. | 4.38% |
Berger Paints India Ltd. | 3.59% |
United Spirits Ltd. | 3.24% |
Havells India Ltd. | 3.10% |
United Breweries Ltd. | 2.93% |
Fund Manager
Name | Ratish Varier | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
Name
Ratish Varier
Akshay Sharma
Start Date
01 Jan 2022
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