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Kotak Consumption Fund vs Tata India Consumer Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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) ₹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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