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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) | ₹1488 Cr | ₹2518 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 | 5.97% | 4.07% |
| 6 Month | 22.96% | 18.95% |
| 1 Year | 0.28% | -3.16% |
| 3 Year | - | 18.24% |
| 5 Year | - | 20.06% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.62% | 6.55% |
| 1 Year | 21.3% | 13.17% |
| 3 Year | - | 18.62% |
| 5 Year | - | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.66% | 18.01% |
| 3 Year | - | 17.1% |
| 5 Year | - | 16.99% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.00% |
| Sharp | - | 0.74% |
| Beta | - | 0.85% |
| Alpha | - | 3.61% |
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 | 6.59 | 4.23 |
| Large Cap | 59.39 | 48.37 |
| Mid Cap | 5.81 | 14.46 |
| Small Cap | 28.2 | 32.95 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.43 | 3.19 |
| Communication Services | 11.94 | - |
| Basic Materials | 4.2 | 2.3 |
| Consumer Cyclical | 43.16 | 35.78 |
| Consumer Defensive | 28.84 | 32.2 |
| Healthcare | 6.32 | 4.29 |
| Industrials | 5.11 | 12.2 |
| Financial Services | - | 7.48 |
| Technology | - | 2.56 |
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