Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Kotak Consumption Fund compare

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Kotak Consumption Fund - Regular (G)

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Kotak Consumption Fund - Regular (G)	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)	₹1334 Cr	₹1596 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Nov 2023	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	57%
Expense Ratio	2.12	2.19
Manager	Abhishek Bisen	Ashish Aggarwal
ISIN Code	INF174KA1PM5	INF903J01561
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	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	0.02%	-1.66%
6 Month	6.44%	5.3%
1 Year	2.74%	0.09%
3 Year	-	16.99%
5 Year	-	19.99%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	7.08%	4.47%
1 Year	7.04%	3.52%
3 Year	-	16.27%
5 Year	-	17.18%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	16.93%	13.93%
3 Year	-	13.64%
5 Year	-	12.48%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	-	11.59%
Sharp	-	1.06%
Beta	-	0.9%
Alpha	-	1.57%

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Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Abhishek Bisen	Ashish Aggarwal
Total AUM	₹0 Cr	₹9635 Cr
Funds Managed	33	7
	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.92	7.07
Large Cap	57.05	70.1
Mid Cap	8.76	9.23
Small Cap	29.28	13.6

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	1.39	5.05
Basic Materials	4.13	1.41
Consumer Cyclical	41.47	42.74
Consumer Defensive	23.74	29.95
Communication Services	13.73	11.97
Healthcare	9.17	3.59
Industrials	6.38	-
Financial Services	-	3.13
Real Estate	-	2.17