Kotak Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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Kotak Consumption Fund - Regular (G)

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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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)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1562 Cr	₹1590 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Nov 2023	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	57%
Expense Ratio	2.12	2.19
Manager	Abhishek Bisen	Ashish Aggarwal
ISIN Code	INF174KA1PM5	INF903J01561
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	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	0.15%	0.94%
6 Month	12.47%	5.07%
1 Year	7.37%	3.31%
3 Year	-	15.63%
5 Year	-	18.9%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	4.24%	1.78%
1 Year	18.4%	10.05%
3 Year	-	14.67%
5 Year	-	15.66%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	13.45%	13.53%
3 Year	-	14.25%
5 Year	-	12.65%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	-	11.59%
Sharp	-	0.7%
Beta	-	0.89%
Alpha	-	-0.22%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Abhishek Bisen	Ashish Aggarwal
Total AUM	₹0 Cr	₹9635 Cr
Funds Managed	33	7
	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.13	4.74
Large Cap	57.31	72.25
Small Cap	28.11	14.09
Mid Cap	6.45	8.92

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	2.52	2.95
Communication Services	11.16	11.37
Basic Materials	5.19	1.42
Consumer Cyclical	40.58	43.86
Consumer Defensive	29.73	31.9
Healthcare	5.93	3.68
Industrials	4.88	-
Financial Services	-	2.92
Real Estate	-	1.9