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Canara Robeco Consumer Trends Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

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

Overview

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2000 Cr ₹1643 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Sep 2009 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark BSE 100 Nifty India Consumption TRI
Turn Over 32% 57%
Expense Ratio 2.1 2.19
Manager Shridatta Bhandwaldar Ashish Aggarwal
ISIN Code INF760K01241 INF903J01561
Exits Load 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 Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 0.36% -1.06%
6 Month 4.33% 3.86%
1 Year 8.07% 6.79%
3 Year 16.6% 16.89%
5 Year 19.49% 18.27%

SIP Return Analysis

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month 1.46% 1.86%
1 Year 11.76% 10.74%
3 Year 14.59% 14.76%
5 Year 15.55% 15.7%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 14.45% 13.45%
3 Year 16.76% 14.61%
5 Year 17.67% 12.74%

Risk Management

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 12.76% 11.59%
Sharp 0.69% 0.76%
Beta 0.90% 0.89%
Alpha 0.30% 0.11%

Fund Managers

Scheme Name Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Shridatta Bhandwaldar Ashish Aggarwal
Total AUM ₹69491 Cr ₹9635 Cr
Funds Managed 12 7
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 10.68 5.01
Mid Cap 16.69 8.97
Large Cap 57.3 71.73
Small Cap 15.33 14.29

Sector Allocation

Scheme Name

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.53 3.17
Consumer Cyclical 33.1 43.73
Basic Materials 1.88 1.47
Financial Services 24.41 3.06
Consumer Defensive 21.68 30.77
Communication Services 7.95 11.96
Healthcare 1.12 3.69
Industrials 4.19 -
Technology 1.14 0.02
Real Estate - 2.12

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