Kotak Consumption Fund vs Mirae Asset Great Consumer Fund compare

Kotak Consumption Fund vs Mirae Asset Great Consumer Fund compare

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Kotak Consumption Fund - Regular (G)

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Mirae Asset Great Consumer Fund - Regular Plan - Growth option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Fund	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1802 Cr	₹4787 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹99
Min Addl Investment	₹100	₹1000
Launch Date	16 Nov 2023	31 Mar 2011
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	33%
Expense Ratio	2.12	1.86
Manager	Abhishek Bisen	Ankit Jain
ISIN Code	INF174KA1PM5	INF769K01135
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	Mirae Asset Great Consumer Fund - 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)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
1 Month	-7.4%	-5.85%
6 Month	-2.87%	-4.39%
1 Year	2.83%	2.27%
3 Year	-	15.87%
5 Year	-	15.33%

SIP Return Analysis

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
6 Month	-5.38%	-5.4%
1 Year	2.53%	0.07%
3 Year	-	8.86%
5 Year	-	12.97%

Rolling Lumpsum Returns

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
1 Year	10.25%	15.3%
3 Year	-	17.76%
5 Year	-	17.63%

Risk Management

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Standard Deviation	-	12%
Sharp	-	0.79%
Beta	-	1%
Alpha	-	-1.49%

Fund Managers

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Name	Abhishek Bisen	Ankit Jain
Total AUM	₹0 Cr	₹47966 Cr
Funds Managed	33	4
	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Market Cap

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Others	15.53	8.26
Large Cap	51.3	65.86
Small Cap	26.57	18.56
Mid Cap	6.61	7.32

Sector Allocation

Scheme Name	Kotak Consumption Fund - Regular (G)	Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Others	2.11	1.02
Communication Services	11.29	6.96
Basic Materials	9.73	7.26
Consumer Cyclical	35.05	54.5
Consumer Defensive	26.12	21.83
Healthcare	9.3	2.55
Industrials	4.49	3.64
Technology	1.91	2.25

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