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

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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) ₹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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