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)	₹2457 Cr	₹1596 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	1.13%	-1.11%
6 Month	5.8%	3.29%
1 Year	1.49%	0.27%
3 Year	19.16%	17.11%
5 Year	21.53%	20.17%

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	6.34%	4.47%
1 Year	4.1%	3.52%
3 Year	17.89%	16.27%
5 Year	18.23%	17.18%

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	18.01%	13.68%
3 Year	17.1%	13.98%
5 Year	16.99%	12.59%

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	15.42%	11.59%
Sharp	1.02%	1.06%
Beta	0.94%	0.9%
Alpha	2.52%	1.57%

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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	2.97	7.07
Small Cap	32.89	13.6
Large Cap	47.66	70.1
Mid Cap	16.48	9.23

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	2.76	5.05
Consumer Defensive	33.28	29.95
Consumer Cyclical	34.51	42.74
Industrials	14	-
Healthcare	2.01	3.59
Basic Materials	2.46	1.41
Financial Services	7.64	3.13
Real Estate	0.21	2.17
Technology	3.13	-
Communication Services	-	11.97