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) | ₹1562 Cr | ₹1929 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 | 1.92% | 2.06% |
| 6 Month | 14.79% | 7.23% |
| 1 Year | 9.3% | 3.49% |
| 3 Year | - | 15.74% |
| 5 Year | - | 20.55% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.35% | 2.5% |
| 1 Year | 20.72% | 11.53% |
| 3 Year | - | 15% |
| 5 Year | - | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.45% | 14.69% |
| 3 Year | - | 16.8% |
| 5 Year | - | 17.58% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.76% |
| Sharp | - | 0.69% |
| Beta | - | 0.90% |
| Alpha | - | 0.30% |
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 | 8.13 | 9.87 |
| Large Cap | 57.31 | 58.29 |
| Small Cap | 28.11 | 15.6 |
| Mid Cap | 6.45 | 16.23 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.52 | 3.97 |
| Communication Services | 11.16 | 7.17 |
| Basic Materials | 5.19 | 1.83 |
| Consumer Cyclical | 40.58 | 34.73 |
| Consumer Defensive | 29.73 | 21.3 |
| Healthcare | 5.93 | 1.18 |
| Industrials | 4.88 | 4.36 |
| Financial Services | - | 24.45 |
| Technology | - | 1.02 |
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