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) | ₹1488 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 | 6.17% | 2.98% |
6 Month | 22.97% | 17.03% |
1 Year | 0.2% | -3.4% |
3 Year | - | 16.13% |
5 Year | - | 21.12% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.62% | 4.43% |
1 Year | 21.3% | 12.4% |
3 Year | - | 16.45% |
5 Year | - | 16.95% |
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 | - | 12.75% |
Sharp | - | 0.66% |
Beta | - | 0.88% |
Alpha | - | 1.56% |
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 | 6.59 | 8.07 |
Large Cap | 59.39 | 56.55 |
Mid Cap | 5.81 | 18.85 |
Small Cap | 28.2 | 16.53 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.43 | 4.03 |
Communication Services | 11.94 | 5.89 |
Basic Materials | 4.2 | 1.98 |
Consumer Cyclical | 43.16 | 35.42 |
Consumer Defensive | 28.84 | 21 |
Healthcare | 6.32 | 1.2 |
Industrials | 5.11 | 4.27 |
Financial Services | - | 25.1 |
Technology | - | 1.1 |
Top Comparisons
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.47%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns18.85%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.1%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.95%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.92%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns7%