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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) | ₹1709 Cr | ₹2685 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 | -0.83% | -2.5% |
| 6 Month | 8.39% | 4.12% |
| 1 Year | 5.47% | -4.53% |
| 3 Year | - | 18.13% |
| 5 Year | - | 16.72% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.25% | 0.01% |
| 1 Year | 17.84% | 9.62% |
| 3 Year | - | 14.22% |
| 5 Year | - | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.45% | 16.48% |
| 3 Year | - | 17.32% |
| 5 Year | - | 17.27% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.10% |
| Sharp | - | 0.79% |
| Beta | - | 0.92% |
| Alpha | - | 3.24% |
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 | 12.7 | 9.82 |
| Large Cap | 51.02 | 46.17 |
| Small Cap | 30.24 | 31.5 |
| Mid Cap | 6.05 | 12.51 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.73 | 6.3 |
| Communication Services | 11.88 | - |
| Basic Materials | 9.24 | 2.02 |
| Consumer Cyclical | 36.14 | 33.01 |
| Consumer Defensive | 27.66 | 32.39 |
| Healthcare | 6.07 | 2.88 |
| Industrials | 5.07 | 10.97 |
| Technology | 2.21 | 5.49 |
| Financial Services | - | 6.94 |
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