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)	₹1488 Cr	₹1599 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	5.11%	3.94%
6 Month	21.97%	17.26%
1 Year	-0.78%	-2.99%
3 Year	-	15.82%
5 Year	-	19.38%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	9.62%	6.03%
1 Year	21.3%	13.28%
3 Year	-	17.31%
5 Year	-	17.37%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	14.66%	13.68%
3 Year	-	13.98%
5 Year	-	12.59%

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	-	0.75%
Beta	-	0.88%
Alpha	-	0.71%

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	7.74	7.41
Large Cap	55.47	69.98
Mid Cap	6.85	9.57
Small Cap	29.94	13.04

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	1.09	5.49
Communication Services	12.77	11.5
Basic Materials	4.42	1.46
Consumer Cyclical	40.67	41.9
Consumer Defensive	28.31	30.76
Healthcare	7.42	3.76
Industrials	5.32	-
Financial Services	-	3.07
Real Estate	-	2.05