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 Moderately High Very High
Asset Size (Cr) ₹332 Cr ₹1175 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI S&P BSE 100 TRI
Turn Over % 32%
Expense Ratio 2.38 2.19
Manager Abhishek Bisen Shridatta Bhandwaldar
ISIN Code INF174KA1PM5 INF760K01241
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
1 Month 4.28% 2.85%
6 Month 19.85% 18.63%
1 Year - 35.77%
3 Year - 21%
5 Year - 22.67%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.27% 17.86%
3 Year 14.27% 41.46%
5 Year 14.27% 79.64%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
1 Year 13.98% 22.63%
3 Year 13.98% 57.73%
5 Year 13.98% 82.22%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Standard Deviation - 12.46%
Sharp - 1.05%
Beta - 0.88%
Alpha - 5.13%

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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
Fund Manage 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

Large Cap 44.65 58.15
Mid Cap 26.46 17.44
Small Cap 27.35 19.55
Others 1.54 4.86

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Communication 9.4 4.65
Automobile 21.45 9.23
Consumer Staples 35.85 20.85
Services 13.07 18.72
Consumer Discretionary 4.66 9.03
Materials 4.83 1.68
Capital Goods 2.4 4.79
Healthcare 5.97 1.59
Others 1.54 4.03
Construction 0.83 -
Financial - 19.59
Insurance - 3.2
Textiles - 2.64

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