Tata India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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Tata India Consumer Fund-Regular Plan-Growth

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

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

Overview

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2531 Cr	₹1590 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Dec 2015	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	57.26%	57%
Expense Ratio	2	2.19
Manager	Sonam Udasi	Ashish Aggarwal
ISIN Code	INF277K010A2	INF903J01561
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	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	3.17%	2.64%
6 Month	9.81%	7.24%
1 Year	3.25%	4.9%
3 Year	17.94%	16.12%
5 Year	20.89%	20.02%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	0.98%	0.67%
1 Year	6.48%	6.11%
3 Year	15.15%	13.92%
5 Year	16.13%	15.24%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	17.35%	13.53%
3 Year	17.26%	14.25%
5 Year	17.15%	12.65%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	14.11%	13.49%
Sharp	0.79%	0.70%
Beta	0.90%	0.86%
Alpha	2.62%	1.27%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Sonam Udasi	Ashish Aggarwal
Total AUM	₹12959 Cr	₹9635 Cr
Funds Managed	6	7
	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	5.7	4.74
Small Cap	31.48	14.09
Large Cap	48.21	72.25
Mid Cap	14.61	8.92

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	5.2	2.95
Consumer Defensive	31.71	31.9
Consumer Cyclical	35.05	43.86
Healthcare	2.95	3.68
Basic Materials	2.25	1.42
Financial Services	7.54	2.92
Industrials	12.85	-
Technology	2.44	-
Communication Services	-	11.37
Real Estate	-	1.9