Tata India Consumer Fund vs Canara Robeco Consumer Trends Fund compare
Tata India Consumer Fund-Regular Plan-Growth
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2375 Cr | ₹1679 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Dec 2015 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | BSE 100 |
Turn Over | 57.26% | 32% |
Expense Ratio | 2 | 2.1 |
Manager | Sonam Udasi | Shridatta Bhandwaldar |
ISIN Code | INF277K010A2 | INF760K01241 |
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 | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.36% | 1.53% |
6 Month | -8.17% | -2.29% |
1 Year | 5.48% | 4.23% |
3 Year | 22.16% | 21.77% |
5 Year | 21.98% | 23.7% |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.03% | 6.87% |
1 Year | -2.46% | 4.08% |
3 Year | 16.63% | 16.58% |
5 Year | 17.44% | 17.71% |
Rolling Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.67% | 15.04% |
3 Year | 16.91% | 16.75% |
5 Year | 16.75% | 17.44% |
Risk Management
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.229% | 14.596% |
Sharp | 0.596% | 0.568% |
Beta | 0.973% | 0.928% |
Alpha | 3.16% | 2.092% |
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Fund Managers
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sonam Udasi | Shridatta Bhandwaldar |
Total AUM | ₹12959 Cr | ₹69491 Cr |
Funds Managed | 6 | 12 |
Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.52 | 7.52 |
Mid Cap | 16.55 | 20.04 |
Small Cap | 28.63 | 18.82 |
Large Cap | 46.31 | 53.62 |
Sector Allocation
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.14 | 4.9 |
Industrials | 12.66 | 4.62 |
Consumer Defensive | 32.59 | 16.63 |
Consumer Cyclical | 34.96 | 34.2 |
Basic Materials | 3.06 | - |
Healthcare | 0 | 2.1 |
Financial Services | 3.44 | 31.68 |
Technology | 5.15 | - |
Communication Services | - | 5.89 |
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