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) | ₹2531 Cr | ₹1929 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 | 0.96% | 0.88% |
| 6 Month | 8.43% | 5.31% |
| 1 Year | 0.8% | 2.61% |
| 3 Year | 17.31% | 15.28% |
| 5 Year | 19.83% | 19.94% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.18% | 2.5% |
| 1 Year | 13.04% | 11.53% |
| 3 Year | 17.42% | 15% |
| 5 Year | 17.44% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.35% | 14.69% |
| 3 Year | 17.26% | 16.8% |
| 5 Year | 17.15% | 17.58% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.11% | 12.76% |
| Sharp | 0.79% | 0.69% |
| Beta | 0.90% | 0.90% |
| Alpha | 2.62% | 0.30% |
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 | 5.7 | 9.87 |
| Small Cap | 31.48 | 15.6 |
| Large Cap | 48.21 | 58.29 |
| Mid Cap | 14.61 | 16.23 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.2 | 3.97 |
| Consumer Defensive | 31.71 | 21.3 |
| Consumer Cyclical | 35.05 | 34.73 |
| Healthcare | 2.95 | 1.18 |
| Basic Materials | 2.25 | 1.83 |
| Financial Services | 7.54 | 24.45 |
| Industrials | 12.85 | 4.36 |
| Technology | 2.44 | 1.02 |
| Communication Services | - | 7.17 |
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