Kotak Consumption Fund vs Tata India Consumer Fund compare

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Kotak Consumption Fund - Regular (G)

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Tata India Consumer 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)	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)	₹1334 Cr	₹2457 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

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Month	0.02%	1.09%
6 Month	6.44%	7.79%
1 Year	2.74%	1.92%
3 Year	-	19.15%
5 Year	-	21.63%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
6 Month	7.08%	6.34%
1 Year	7.04%	4.1%
3 Year	-	17.89%
5 Year	-	18.23%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Year	16.93%	18.67%
3 Year	-	16.91%
5 Year	-	16.75%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	-	15.42%
Sharp	-	1.02%
Beta	-	0.94%
Alpha	-	2.52%

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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

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Others	4.92	2.97
Large Cap	57.05	47.66
Mid Cap	8.76	16.48
Small Cap	29.28	32.89

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Others	1.39	2.76
Basic Materials	4.13	2.46
Consumer Cyclical	41.47	34.51
Consumer Defensive	23.74	33.28
Communication Services	13.73	-
Healthcare	9.17	2.01
Industrials	6.38	14
Financial Services	-	7.64
Real Estate	-	0.21
Technology	-	3.13