- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1562 Cr | ₹2531 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 | 2.84% | 3.17% |
| 6 Month | 15.07% | 9.81% |
| 1 Year | 9.16% | 3.25% |
| 3 Year | - | 17.94% |
| 5 Year | - | 20.89% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 7.17% | 3.83% |
| 1 Year | 24.64% | 13.85% |
| 3 Year | - | 17.67% |
| 5 Year | - | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.45% | 17.35% |
| 3 Year | - | 17.26% |
| 5 Year | - | 17.15% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.06% |
| Sharp | - | 0.70% |
| Beta | - | 0.88% |
| Alpha | - | 1.61% |
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 | 8.13 | 5.7 |
| Large Cap | 57.31 | 48.21 |
| Small Cap | 28.11 | 31.48 |
| Mid Cap | 6.45 | 14.61 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.52 | 5.2 |
| Communication Services | 11.16 | - |
| Basic Materials | 5.19 | 2.25 |
| Consumer Cyclical | 40.58 | 35.05 |
| Consumer Defensive | 29.73 | 31.71 |
| Healthcare | 5.93 | 2.95 |
| Industrials | 4.88 | 12.85 |
| Financial Services | - | 7.54 |
| Technology | - | 2.44 |
Top Comparisons
HSBC Focused Fund - Regular Growth
3Y Returns16.1%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.2%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns17.35%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.36%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns26%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.8%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns23.4%
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
3Y Returns19.61%
