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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 | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.2 | 2.01 |
NAV | ₹93.08 | ₹190.56 |
Fund Started | 20 Mar 2006 | 16 Sep 2004 |
Fund Size | ₹1584.13 Cr | ₹2184.16 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
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.2
2.01
NAV
₹93.08
₹190.56
Fund Started
20 Mar 2006
16 Sep 2004
Fund Size
₹1584.13 Cr
₹2184.16 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 | 18.21% | 14.72% |
3 Year | 18.36% | 19.57% |
5 Year | 15.83% | 21.57% |
1 Year
18.21%
14.72%
3 Year
18.36%
19.57%
5 Year
15.83%
21.57%
Holding Analysis
Equity | 96.09% | 97.28% |
Cash | 3.91% | 2.70% |
Equity
96.09%
97.28%
Cash
3.91%
2.70%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.42% |
ITC Ltd. | 9.13% |
Mahindra & Mahindra Ltd. | 6.65% |
Titan Company Ltd. | 6.23% |
Zomato Ltd. | 5.27% |
Hindustan Unilever Ltd. | 5.14% |
United Spirits Ltd. | 4.65% |
Maruti Suzuki India Ltd. | 4.61% |
Kalyan Jewellers India Ltd. | 4.05% |
Safari Industries (India) Ltd. | 4.03% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.09% |
Hindustan Unilever Ltd. | 6.28% |
Mahindra & Mahindra Ltd. | 6.26% |
ITC Ltd. | 5.37% |
Godrej Consumer Products Ltd. | 4.42% |
Jubilant FoodWorks Ltd. | 4.35% |
Havells India Ltd. | 3.80% |
United Spirits Ltd. | 3.46% |
United Breweries Ltd. | 3.38% |
Sapphire Foods India 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
