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) | ₹2482 Cr | ₹1912 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 | 2.89% | 1.24% |
6 Month | 13.17% | 13.27% |
1 Year | 1.41% | 2.51% |
3 Year | 18.41% | 16.71% |
5 Year | 20.75% | 21.48% |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.99% | 3.9% |
1 Year | 4.04% | 5.26% |
3 Year | 16.91% | 15.31% |
5 Year | 17.36% | 16.53% |
Rolling Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.01% | 14.84% |
3 Year | 17.1% | 16.86% |
5 Year | 16.99% | 17.53% |
Risk Management
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.29% | 12.91% |
Sharp | 0.85% | 0.82% |
Beta | 0.88% | 0.88% |
Alpha | 3.37% | 1.63% |
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 | 4.36 | 11.35 |
Small Cap | 33.6 | 18.35 |
Large Cap | 46.86 | 49.59 |
Mid Cap | 15.18 | 20.71 |
Sector Allocation
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.84 | 5.01 |
Consumer Defensive | 31.9 | 16.67 |
Consumer Cyclical | 34.42 | 34.24 |
Industrials | 11.97 | 4.93 |
Healthcare | 4.17 | 1.61 |
Basic Materials | 2.38 | - |
Financial Services | 7.93 | 30.86 |
Real Estate | 0 | - |
Technology | 3.39 | 0.83 |
Communication Services | - | 5.86 |
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