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Kotak Consumption Fund vs Tata India Consumer Fund compare
Kotak Consumption Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1231 Cr | ₹2375 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 2023 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 57.26% |
| Expense Ratio | 2.12 | 2 |
| Manager | Abhishek Bisen | Sonam Udasi |
| ISIN Code | INF174KA1PM5 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.75% | 3.54% |
| 6 Month | -6% | -7.77% |
| 1 Year | 13.54% | 9.59% |
| 3 Year | - | 19.56% |
| 5 Year | - | 22.9% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.7% | -2.58% |
| 1 Year | -7.48% | -9.21% |
| 3 Year | - | 15.24% |
| 5 Year | - | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 28.26% | 19.88% |
| 3 Year | - | 16.83% |
| 5 Year | - | 16.34% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 16.229% |
| Sharp | - | 0.596% |
| Beta | - | 0.973% |
| Alpha | - | 3.16% |
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Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Sonam Udasi |
| Total AUM | ₹0 Cr | ₹12959 Cr |
| Funds Managed | 33 | 6 |
| Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.37 | 8.52 |
| Small Cap | 29.06 | 28.63 |
| Large Cap | 60.18 | 46.31 |
| Mid Cap | 7.38 | 16.55 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.03 | 8.14 |
| Basic Materials | 1.72 | 3.06 |
| Consumer Cyclical | 38.7 | 34.96 |
| Technology | 0 | 5.15 |
| Industrials | 7.04 | 12.66 |
| Consumer Defensive | 28.95 | 32.59 |
| Communication Services | 12.25 | - |
| Healthcare | 9.04 | 0 |
| Real Estate | 0.28 | - |
| Financial Services | - | 3.44 |
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