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) | ₹1709 Cr | ₹2036 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 | -1.41% | -1.63% |
| 6 Month | 8.81% | 3.31% |
| 1 Year | 5.66% | 2.07% |
| 3 Year | - | 15.24% |
| 5 Year | - | 17.14% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.32% | -1.12% |
| 1 Year | 13.04% | 6.42% |
| 3 Year | - | 12.71% |
| 5 Year | - | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.45% | 14.34% |
| 3 Year | - | 16.71% |
| 5 Year | - | 17.69% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.46% |
| Sharp | - | 0.77% |
| Beta | - | 0.94% |
| Alpha | - | 2.3% |
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 | 12.88 | 10.51 |
| Large Cap | 53.62 | 56.92 |
| Small Cap | 28.36 | 14.58 |
| Mid Cap | 5.13 | 18 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.65 | 3.01 |
| Communication Services | 11.36 | 7.75 |
| Basic Materials | 9.91 | 2.12 |
| Consumer Cyclical | 36.97 | 34.07 |
| Consumer Defensive | 27.53 | 21.04 |
| Healthcare | 5.78 | 2.16 |
| Industrials | 4.68 | 4.28 |
| Technology | 2.13 | 1.14 |
| Financial Services | - | 24.44 |
Top Comparisons
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.98%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.02%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.34%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.29%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.77%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.74%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns24.85%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.52%