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) | ₹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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