Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Canara Robeco Consumer Trends Fund compare
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1912 Cr | ₹1576 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Sep 2009 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | Nifty India Consumption TRI |
Turn Over | 32% | 57% |
Expense Ratio | 2.1 | 2.19 |
Manager | Shridatta Bhandwaldar | Ashish Aggarwal |
ISIN Code | INF760K01241 | INF903J01561 |
Exits Load | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | -0.87% | -0.23% |
6 Month | 11.63% | 7.21% |
1 Year | 2.27% | 0.57% |
3 Year | 15.98% | 15.92% |
5 Year | 21.53% | 19.28% |
SIP Return Analysis
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 3.9% | 3.46% |
1 Year | 5.26% | 2.91% |
3 Year | 15.31% | 14.99% |
5 Year | 16.53% | 16.18% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 14.84% | 13.68% |
3 Year | 16.86% | 13.98% |
5 Year | 17.53% | 12.59% |
Risk Management
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 12.91% | 11.59% |
Sharp | 0.82% | 0.83% |
Beta | 0.88% | 0.88% |
Alpha | 1.63% | 1.09% |
Fund Managers
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Shridatta Bhandwaldar | Ashish Aggarwal |
Total AUM | ₹69491 Cr | ₹9635 Cr |
Funds Managed | 12 | 7 |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 11.35 | 7.41 |
Mid Cap | 20.71 | 9.57 |
Large Cap | 49.59 | 69.98 |
Small Cap | 18.35 | 13.04 |
Sector Allocation
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 5.01 | 5.49 |
Consumer Cyclical | 34.24 | 41.9 |
Financial Services | 30.86 | 3.07 |
Consumer Defensive | 16.67 | 30.76 |
Communication Services | 5.86 | 11.5 |
Healthcare | 1.61 | 3.76 |
Industrials | 4.93 | - |
Technology | 0.83 | - |
Basic Materials | - | 1.46 |
Real Estate | - | 2.05 |
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