Kotak Consumption Fund vs Canara Robeco Consumer Trends Fund compare
Kotak Consumption Fund - Regular (G)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1373 Cr | ₹1912 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | BSE 100 |
Turn Over | % | 32% |
Expense Ratio | 2.12 | 2.1 |
Manager | Abhishek Bisen | Shridatta Bhandwaldar |
ISIN Code | INF174KA1PM5 | INF760K01241 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.96% | 0.01% |
6 Month | 19.5% | 15.14% |
1 Year | 2.03% | -3.05% |
3 Year | - | 15.85% |
5 Year | - | 20.64% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.85% | 3.72% |
1 Year | 15.85% | 7.78% |
3 Year | - | 16.56% |
5 Year | - | 17.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.66% | 14.84% |
3 Year | - | 16.86% |
5 Year | - | 17.53% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.91% |
Sharp | - | 0.82% |
Beta | - | 0.88% |
Alpha | - | 1.63% |
Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Shridatta Bhandwaldar |
Total AUM | ₹0 Cr | ₹69491 Cr |
Funds Managed | 33 | 12 |
Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.74 | 11.35 |
Large Cap | 55.47 | 49.59 |
Mid Cap | 6.85 | 20.71 |
Small Cap | 29.94 | 18.35 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.09 | 5.01 |
Communication Services | 12.77 | 5.86 |
Basic Materials | 4.42 | - |
Consumer Cyclical | 40.67 | 34.24 |
Consumer Defensive | 28.31 | 16.67 |
Healthcare | 7.42 | 1.61 |
Industrials | 5.32 | 4.93 |
Financial Services | - | 30.86 |
Technology | - | 0.83 |
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