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

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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) ₹1334 Cr ₹1596 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

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 3.19% 1.6%
6 Month 3.45% 3.96%
1 Year 5.24% 3.01%
3 Year - 18.64%
5 Year - 20.2%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month 7.34% 5.1%
1 Year 6.7% 4.05%
3 Year - 16.35%
5 Year - 17.29%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 16.93% 13.93%
3 Year - 13.64%
5 Year - 12.48%

Risk Management

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 - 1.06%
Beta - 0.9%
Alpha - 1.57%

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Fund Managers

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)

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

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

Others 4.92 7.07
Large Cap 57.05 70.1
Mid Cap 8.76 9.23
Small Cap 29.28 13.6

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

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

Others 1.39 5.05
Basic Materials 4.13 1.41
Consumer Cyclical 41.47 42.74
Consumer Defensive 23.74 29.95
Communication Services 13.73 11.97
Healthcare 9.17 3.59
Industrials 6.38 -
Financial Services - 3.13
Real Estate - 2.17

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