Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹1248 Cr | ₹1548 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 1.51% | 0.38% |
6 Month | -0.45% | -0.41% |
1 Year | 7.52% | 7.72% |
3 Year | - | 21.96% |
5 Year | - | 20.66% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 4.97% | 5.16% |
1 Year | 2.07% | 3.03% |
3 Year | - | 17.01% |
5 Year | - | 17.66% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | - | 0.88% |
Beta | - | 0.91% |
Alpha | - | 1.31% |
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Fund Managers
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) |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.37 | 4.72 |
Small Cap | 29.06 | 12.7 |
Large Cap | 60.18 | 73.24 |
Mid Cap | 7.38 | 9.32 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.03 | 4.72 |
Basic Materials | 1.72 | - |
Consumer Cyclical | 38.7 | - |
Technology | 0 | - |
Industrials | 7.04 | - |
Consumer Defensive | 28.95 | - |
Communication Services | 12.25 | - |
Healthcare | 9.04 | - |
Real Estate | 0.28 | - |
Consumer Durables | - | 12.74 |
Retailing | - | 14.22 |
Diversified FMCG | - | 15.04 |
Automobiles | - | 15.23 |
Finance | - | 2.71 |
Agricultural Food & other Products | - | 1.64 |
Beverages | - | 6.98 |
Food Products | - | 4.99 |
Auto Components | - | 1.43 |
Telecom - Services | - | 9.61 |
Leisure Services | - | 3.52 |
Healthcare Services | - | 3.6 |
Household Products | - | 2.13 |
Realty | - | 1.42 |
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