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) | ₹2025 Cr | ₹1584 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 | -5.87% | -6.52% |
| 6 Month | -5.49% | -6.46% |
| 1 Year | 2.92% | -1.74% |
| 3 Year | 15.48% | 14.72% |
| 5 Year | 15.36% | 14.14% |
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 | -0.17% | -1.63% |
| 1 Year | 6.9% | 4.01% |
| 3 Year | 11.18% | 10.28% |
| 5 Year | 13.66% | 13.27% |
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 | 14.27% | 13.23% |
| 3 Year | 16.69% | 14.75% |
| 5 Year | 17.67% | 12.82% |
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 | 12.59% | 13.46% |
| Sharp | 0.76% | 0.70% |
| Beta | 0.91% | 0.88% |
| Alpha | 0.74% | 0.90% |
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 | 11.7 | 3.53 |
| Mid Cap | 18 | 8.77 |
| Large Cap | 57.46 | 72.19 |
| Small Cap | 12.84 | 15.51 |
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 | 2.89 | 1.29 |
| Consumer Cyclical | 34.34 | 46.69 |
| Basic Materials | 2.05 | 1.68 |
| Financial Services | 23.81 | 3.1 |
| Consumer Defensive | 21.54 | 28.44 |
| Communication Services | 7.77 | 12.61 |
| Healthcare | 2.3 | 3.72 |
| Industrials | 4.18 | 0.53 |
| Technology | 1.12 | - |
| Real Estate | - | 1.96 |
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