Canara Robeco Consumer Trends Fund vs Kotak Consumption Fund compare

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Kotak Consumption Fund - Regular (G)

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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)	₹1488 Cr	₹1912 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	5.5%	3.4%
6 Month	20.72%	16.63%
1 Year	-0.76%	-3.83%
3 Year	-	15.46%
5 Year	-	21.52%

SIP Return Analysis

Scheme Name	Kotak Consumption Fund - Regular (G)	Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
6 Month	9.62%	4.43%
1 Year	21.3%	12.4%
3 Year	-	16.45%
5 Year	-	16.95%

Rolling Lumpsum Returns

Scheme Name	Kotak Consumption Fund - Regular (G)	Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
1 Year	14.66%	14.84%
3 Year	-	16.86%
5 Year	-	17.53%

Risk Management

Scheme Name	Kotak Consumption Fund - Regular (G)	Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Standard Deviation	-	12.75%
Sharp	-	0.66%
Beta	-	0.88%
Alpha	-	1.56%

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	7.74	8.07
Large Cap	55.47	56.55
Mid Cap	6.85	18.85
Small Cap	29.94	16.53

Sector Allocation

Scheme Name	Kotak Consumption Fund - Regular (G)	Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Others	1.09	4.03
Communication Services	12.77	5.89
Basic Materials	4.42	1.98
Consumer Cyclical	40.67	35.42
Consumer Defensive	28.31	21
Healthcare	7.42	1.2
Industrials	5.32	4.27
Financial Services	-	25.1
Technology	-	1.1

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation