Tata India Consumer Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1231 Cr | ₹2375 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 | 1.61% | 0.36% |
6 Month | -3.35% | -8.17% |
1 Year | 6.36% | 5.48% |
3 Year | - | 22.16% |
5 Year | - | 21.98% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.74% | 4.03% |
1 Year | 0.63% | -2.46% |
3 Year | - | 16.63% |
5 Year | - | 17.44% |
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 | - | 16.229% |
Sharp | - | 0.596% |
Beta | - | 0.973% |
Alpha | - | 3.16% |
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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 |
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