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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) | ₹1373 Cr | ₹2482 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 | 5.5% | 3.7% |
| 6 Month | 20.72% | 17.52% |
| 1 Year | -0.76% | -3.72% |
| 3 Year | - | 17.2% |
| 5 Year | - | 20.47% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.62% | 6.55% |
| 1 Year | 21.3% | 13.17% |
| 3 Year | - | 18.62% |
| 5 Year | - | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.66% | 18.01% |
| 3 Year | - | 17.1% |
| 5 Year | - | 16.99% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.00% |
| Sharp | - | 0.74% |
| Beta | - | 0.85% |
| Alpha | - | 3.61% |
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 | 7.74 | 4.36 |
| Large Cap | 55.47 | 46.86 |
| Mid Cap | 6.85 | 15.18 |
| Small Cap | 29.94 | 33.6 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.09 | 3.84 |
| Communication Services | 12.77 | - |
| Basic Materials | 4.42 | 2.38 |
| Consumer Cyclical | 40.67 | 34.42 |
| Consumer Defensive | 28.31 | 31.9 |
| Healthcare | 7.42 | 4.17 |
| Industrials | 5.32 | 11.97 |
| Financial Services | - | 7.93 |
| Real Estate | - | 0 |
| Technology | - | 3.39 |
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