Canara Robeco Consumer Trends Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹1929 Cr | ₹1590 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 | 0.23% | 0.34% |
6 Month | 8.16% | 9.13% |
1 Year | -0.32% | 0.67% |
3 Year | 16.83% | 17.39% |
5 Year | 21.26% | 20.34% |
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 | 2.49% | 3.86% |
1 Year | 12.89% | 14.46% |
3 Year | 15.78% | 16.79% |
5 Year | 16.43% | 17.02% |
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 | 14.69% | 13.53% |
3 Year | 16.8% | 14.25% |
5 Year | 17.58% | 12.65% |
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 | 12.74% | 13.44% |
Sharp | 0.67% | 0.64% |
Beta | 0.90% | 0.85% |
Alpha | 0.16% | 0.61% |
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 | 9.87 | 4.74 |
Mid Cap | 16.23 | 8.92 |
Large Cap | 58.29 | 72.25 |
Small Cap | 15.6 | 14.09 |
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 | 3.97 | 2.95 |
Consumer Cyclical | 34.73 | 43.86 |
Basic Materials | 1.83 | 1.42 |
Financial Services | 24.45 | 2.92 |
Consumer Defensive | 21.3 | 31.9 |
Communication Services | 7.17 | 11.37 |
Healthcare | 1.18 | 3.68 |
Industrials | 4.36 | - |
Technology | 1.02 | - |
Real Estate | - | 1.9 |
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