Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Tata India Consumer Fund compare

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Tata India Consumer Fund-Regular Plan-Growth

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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	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Tata India Consumer Fund-Regular Plan-Growth	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)	₹2375 Cr	₹1518 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Dec 2015	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	57.26%	57%
Expense Ratio	2	2.19
Manager	Sonam Udasi	Ashish Aggarwal
ISIN Code	INF277K010A2	INF903J01561
Exits Load	Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 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	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	0.36%	0.16%
6 Month	-8.17%	-4.4%
1 Year	5.48%	6.39%
3 Year	22.16%	21.53%
5 Year	21.98%	21.11%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	4.03%	4.23%
1 Year	-2.46%	0.39%
3 Year	16.63%	15.85%
5 Year	17.44%	16.92%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	18.67%	13.93%
3 Year	16.91%	13.64%
5 Year	16.75%	12.48%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	16.229%	11.59%
Sharp	0.596%	0.88%
Beta	0.973%	0.91%
Alpha	3.16%	1.31%

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Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Sonam Udasi	Ashish Aggarwal
Total AUM	₹12959 Cr	₹9635 Cr
Funds Managed	6	7
	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.52	4.72
Mid Cap	16.55	9.32
Small Cap	28.63	12.7
Large Cap	46.31	73.24

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.14	4.72
Industrials	12.66	-
Consumer Defensive	32.59	-
Consumer Cyclical	34.96	-
Basic Materials	3.06	-
Healthcare	0	-
Financial Services	3.44	-
Technology	5.15	-
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