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) | ₹2685 Cr | ₹2036 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 | -3.41% | -2.48% |
| 6 Month | 4.54% | 1.75% |
| 1 Year | -4.27% | 0.7% |
| 3 Year | 18.01% | 15.19% |
| 5 Year | 16.74% | 16.94% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.01% | 0.47% |
| 1 Year | 9.62% | 10.6% |
| 3 Year | 14.22% | 13.32% |
| 5 Year | 15.58% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.32% | 14.34% |
| 3 Year | 17.32% | 16.71% |
| 5 Year | 17.26% | 17.69% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.10% | 12.46% |
| Sharp | 0.79% | 0.77% |
| Beta | 0.92% | 0.94% |
| Alpha | 3.24% | 2.3% |
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 | 9.72 | 10.51 |
| Small Cap | 31.59 | 14.58 |
| Large Cap | 45.5 | 56.92 |
| Mid Cap | 13.19 | 18 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.77 | 3.01 |
| Consumer Defensive | 32.53 | 21.04 |
| Consumer Cyclical | 33.22 | 34.07 |
| Basic Materials | 1.89 | 2.12 |
| Financial Services | 8.8 | 24.44 |
| Industrials | 10.28 | 4.28 |
| Technology | 5.76 | 1.14 |
| Healthcare | 2.74 | 2.16 |
| Communication Services | - | 7.75 |
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