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)	₹1802 Cr	₹1584 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	-8.08%	-6.52%
6 Month	-3.1%	-6.46%
1 Year	2.99%	-1.74%
3 Year	-	14.72%
5 Year	-	14.14%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-0.28%	-1.63%
1 Year	13.39%	4.01%
3 Year	-	10.28%
5 Year	-	13.27%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	10.25%	13.23%
3 Year	-	14.75%
5 Year	-	12.82%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	-	13.46%
Sharp	-	0.70%
Beta	-	0.88%
Alpha	-	0.90%

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	15.53	3.53
Large Cap	51.3	72.19
Small Cap	26.57	15.51
Mid Cap	6.61	8.77

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	2.11	1.29
Communication Services	11.29	12.61
Basic Materials	9.73	1.68
Consumer Cyclical	35.05	46.69
Consumer Defensive	26.12	28.44
Healthcare	9.3	3.72
Industrials	4.49	0.53
Technology	1.91	-
Financial Services	-	3.1
Real Estate	-	1.96