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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 | 2.19 | 1.99 |
NAV | ₹93.80 | ₹191.43 |
Fund Started | 20 Mar 2006 | 16 Sep 2004 |
Fund Size | ₹1445.25 Cr | ₹2380.78 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
2.19
1.99
NAV
₹93.80
₹191.43
Fund Started
20 Mar 2006
16 Sep 2004
Fund Size
₹1445.25 Cr
₹2380.78 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 | 12.23% | 6.48% |
3 Year | 20.14% | 20.69% |
5 Year | 22.80% | 27.85% |
1 Year
12.23%
6.48%
3 Year
20.14%
20.69%
5 Year
22.80%
27.85%
Holding Analysis
Equity | 94.56% | 98.87% |
Cash | 5.44% | 1.13% |
Equity
94.56%
98.87%
Cash
5.44%
1.13%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 11.27% |
ITC Ltd. | 8.48% |
Mahindra & Mahindra Ltd. | 7.21% |
Hindustan Unilever Ltd. | 5.47% |
Titan Company Ltd. | 4.99% |
Maruti Suzuki India Ltd. | 4.66% |
United Spirits Ltd. | 4.40% |
Eternal Ltd. | 4.19% |
Apollo Hospitals Enterprise Ltd. | 3.62% |
Safari Industries (India) Ltd. | 3.36% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.98% |
Hindustan Unilever Ltd. | 6.91% |
Mahindra & Mahindra Ltd. | 5.80% |
ITC Ltd. | 5.35% |
Avenue Supermarts Ltd. | 4.95% |
Godrej Consumer Products Ltd. | 4.69% |
Berger Paints India Ltd. | 3.51% |
Havells India Ltd. | 3.44% |
United Spirits Ltd. | 3.31% |
United Breweries Ltd. | 3.28% |
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