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

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

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tortoise-icon 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) ₹2375 Cr ₹1564 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 57.26% 57%
Expense Ratio 2 2.18
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

Trailing Lumpsum Returns

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 4.33% 2.67%
6 Month 16.28% 10.66%
1 Year 33.12% 25.92%
3 Year 20.85% 19.67%
5 Year 22% 18.61%

SIP Return Analysis

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 - -
1 Year 31.26% 25.14%
3 Year 29.03% 25.65%
5 Year 25.17% 22.71%

Rolling Lumpsum Returns

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 19.26% 13.81%
3 Year 16.34% 12.91%
5 Year 15.94% 12.23%

Risk Management

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 12.98% 11.59%
Sharp 1.06% 0.94%
Beta 0.92% 0.88%
Alpha -0.37% 2.35%

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Fund Managers

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
Fund Manage 6 7
Tata India Consumer Fund-Regular Plan-Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

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

Others 9.1 5.13
Mid Cap 16.93 10.61
Small Cap 31.92 13.18
Large Cap 42.05 71.37

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

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

Others 9.1 5.13
Industrial Products 2.66 -
Food Products 8.7 5.4
Household Products 6.31 1.38
Textiles & Apparels 1.25 -
Leisure Services 3.72 2.58
Consumer Durables 18.42 17.56
Capital Markets 1.35 -
Diversified FMCG 9.91 15.01
Automobiles 5.84 13.52
Agricultural Food & other Products 4 1.03
Retailing 14.09 11.96
Chemicals & Petrochemicals 1.19 -
Personal Products 0.63 -
Financial Technology (Fintech) 1.65 -
Auto Components 0.94 2.15
Beverages 7.68 7.59
Industrial Manufacturing 1.61 -
Commercial Services & Supplies 0.95 -
Finance - 2.27
Telecom - Services - 9.68
Healthcare Services - 3.05
Realty - 1.98

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