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) | ₹2000 Cr | ₹1643 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 | -0.06% | -2.03% |
| 6 Month | 2.99% | 2.46% |
| 1 Year | 1.74% | -0.35% |
| 3 Year | 15.39% | 15.19% |
| 5 Year | 18.21% | 16.47% |
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 | 1.36% | -0.2% |
| 1 Year | 11% | 6.79% |
| 3 Year | 13.73% | 13.01% |
| 5 Year | 15.05% | 14.76% |
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 | 14.37% | 13.34% |
| 3 Year | 16.73% | 14.68% |
| 5 Year | 17.7% | 12.77% |
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 | 12.46% | 11.59% |
| Sharp | 0.75% | 0.76% |
| Beta | 0.92% | 0.89% |
| Alpha | 1.59% | 0.11% |
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 | 3.34 | 3.16 |
| Mid Cap | 18.77 | 7.25 |
| Large Cap | 63.87 | 75.28 |
| Small Cap | 14.26 | 14.28 |
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 | 3.34 | 3.16 |
| Retailing | 15.99 | 13.98 |
| Consumer Durables | 7.68 | 13.09 |
| Banks | 10.75 | - |
| Automobiles | 10.44 | 16.65 |
| Personal Products | 2.79 | 0.53 |
| Capital Markets | 2.9 | - |
| Insurance | 2.97 | - |
| Finance | 7.79 | 3.06 |
| Diversified FMCG | 5.47 | 14.6 |
| Entertainment | 0.95 | - |
| Beverages | 6.8 | 4.28 |
| Food Products | 5.25 | 6.34 |
| Leisure Services | 2.27 | 2.69 |
| Telecom - Services | 5.17 | 10.14 |
| Pharmaceuticals & Biotechnology | 1.12 | - |
| Transport Services | 2 | - |
| Household Products | 1.38 | 1.79 |
| Auto Components | 1.84 | 2.32 |
| Industrial Products | 2.2 | - |
| Financial Technology (Fintech) | 1.14 | - |
| Agricultural Food & other Products | - | 1.53 |
| Healthcare Services | - | 3.69 |
| Realty | - | 2.12 |
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