Canara Robeco Consumer Trends Fund vs Tata India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2518 Cr | ₹1912 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Dec 2015 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | BSE 100 |
Turn Over | 57.26% | 32% |
Expense Ratio | 2 | 2.1 |
Manager | Sonam Udasi | Shridatta Bhandwaldar |
ISIN Code | INF277K010A2 | INF760K01241 |
Exits Load | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.07% | 2.93% |
6 Month | 18.95% | 17.83% |
1 Year | -3.16% | -3.42% |
3 Year | 18.24% | 16.13% |
5 Year | 20.06% | 20.92% |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.55% | 4.43% |
1 Year | 13.17% | 12.4% |
3 Year | 18.62% | 16.45% |
5 Year | 18.21% | 16.95% |
Rolling Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.01% | 14.84% |
3 Year | 17.1% | 16.86% |
5 Year | 16.99% | 17.53% |
Risk Management
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.00% | 12.75% |
Sharp | 0.74% | 0.66% |
Beta | 0.85% | 0.88% |
Alpha | 3.61% | 1.56% |
Fund Managers
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sonam Udasi | Shridatta Bhandwaldar |
Total AUM | ₹12959 Cr | ₹69491 Cr |
Funds Managed | 6 | 12 |
Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.36 | 8.07 |
Small Cap | 33.6 | 16.53 |
Large Cap | 46.86 | 56.55 |
Mid Cap | 15.18 | 18.85 |
Sector Allocation
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.84 | 4.03 |
Consumer Defensive | 31.9 | 21 |
Consumer Cyclical | 34.42 | 35.42 |
Industrials | 11.97 | 4.27 |
Healthcare | 4.17 | 1.2 |
Basic Materials | 2.38 | 1.98 |
Financial Services | 7.93 | 25.1 |
Real Estate | 0 | - |
Technology | 3.39 | 1.1 |
Communication Services | - | 5.89 |
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