Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata India Consumer Fund vs Kotak Consumption Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Fund Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1248 Cr ₹2379 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 28 Dec 2015
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.12 2
Manager Abhishek Bisen Sonam Udasi
ISIN Code INF174KA1PM5 INF277K010A2
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 Tata India Consumer Fund - Growth charges 0.25% 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) Tata India Consumer Fund-Regular Plan-Growth
1 Month 3.92% 2.8%
6 Month 0.65% -4.1%
1 Year 8.79% 6.63%
3 Year - 22.83%
5 Year - 21.71%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month 8.58% 7.56%
1 Year 7.11% 3.21%
3 Year - 18.32%
5 Year - 18.47%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 16.93% 18.67%
3 Year - 16.91%
5 Year - 16.75%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 15.81%
Sharp - 0.85%
Beta - 0.94%
Alpha - 2.81%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Name Abhishek Bisen Sonam Udasi
Total AUM ₹0 Cr ₹12959 Cr
Funds Managed 33 6
Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 3.37 8.52
Small Cap 29.06 28.63
Large Cap 60.18 46.31
Mid Cap 7.38 16.55

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 2.03 8.14
Basic Materials 1.72 3.06
Consumer Cyclical 38.7 34.96
Technology 0 5.15
Industrials 7.04 12.66
Consumer Defensive 28.95 32.59
Communication Services 12.25 -
Healthcare 9.04 0
Real Estate 0.28 -
Financial Services - 3.44

Top Comparisons

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns17.03%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns18.75%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns6.88%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns24.85%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns24.01%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.51%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.51%

Compare Now
Add to Cart Successfully