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 Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 ₹1548 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

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 0.03% 1.33%
6 Month -6.11% 0.15%
1 Year 4.62% 8.3%
3 Year 23.37% 22.9%
5 Year 21.89% 21.21%

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 2.91% 5.16%
1 Year -2.86% 3.03%
3 Year 16.71% 17.01%
5 Year 17.56% 17.66%

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 18.67% 13.93%
3 Year 16.91% 13.64%
5 Year 16.75% 12.48%

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 16.229% 11.59%
Sharp 0.596% 0.88%
Beta 0.973% 0.91%
Alpha 3.16% 1.31%

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 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)

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 8.52 4.72
Mid Cap 16.55 9.32
Small Cap 28.63 12.7
Large Cap 46.31 73.24

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 8.14 4.72
Industrials 12.66 -
Consumer Defensive 32.59 -
Consumer Cyclical 34.96 -
Basic Materials 3.06 -
Healthcare 0 -
Financial Services 3.44 -
Technology 5.15 -
Consumer Durables - 12.74
Retailing - 14.22
Diversified FMCG - 15.04
Automobiles - 15.23
Finance - 2.71
Agricultural Food & other Products - 1.64
Beverages - 6.98
Food Products - 4.99
Auto Components - 1.43
Telecom - Services - 9.61
Leisure Services - 3.52
Healthcare Services - 3.6
Household Products - 2.13
Realty - 1.42

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns13.19%

VS

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns15.72%

Compare Now

ICICI Prudential US Bluechip Equity Fund - Growth ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns16.37%

VS

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns19.14%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns20.82%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns18.85%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns34.55%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns27.64%

Compare Now
Add to Cart Successfully