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Canara Robeco Consumer Trends Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Fund Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1562 Cr ₹1929 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 14 Sep 2009
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI BSE 100
Turn Over % 32%
Expense Ratio 2.12 2.1
Manager Abhishek Bisen Shridatta Bhandwaldar
ISIN Code INF174KA1PM5 INF760K01241
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
1 Month 2.51% 2.44%
6 Month 15.45% 7.62%
1 Year 9.35% 2.87%
3 Year - 15.71%
5 Year - 20.81%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
6 Month 3.8% -0.07%
1 Year 15.31% 6.53%
3 Year - 13.32%
5 Year - 14.87%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
1 Year 13.45% 14.69%
3 Year - 16.8%
5 Year - 17.58%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Standard Deviation - 12.76%
Sharp - 0.69%
Beta - 0.90%
Alpha - 0.30%

Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Name Abhishek Bisen Shridatta Bhandwaldar
Total AUM ₹0 Cr ₹69491 Cr
Funds Managed 33 12
Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Others 8.13 9.87
Large Cap 57.31 58.29
Small Cap 28.11 15.6
Mid Cap 6.45 16.23

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Others 2.52 3.97
Communication Services 11.16 7.17
Basic Materials 5.19 1.83
Consumer Cyclical 40.58 34.73
Consumer Defensive 29.73 21.3
Healthcare 5.93 1.18
Industrials 4.88 4.36
Financial Services - 24.45
Technology - 1.02

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