Tata India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Tata India Consumer Fund-Regular Plan-Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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 | 0.36% | 0.16% |
6 Month | -8.17% | -4.4% |
1 Year | 5.48% | 6.39% |
3 Year | 22.16% | 21.53% |
5 Year | 21.98% | 21.11% |
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 | 4.03% | 4.23% |
1 Year | -2.46% | 0.39% |
3 Year | 16.63% | 15.85% |
5 Year | 17.44% | 16.92% |
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% | 12% |
Sharp | 0.596% | 1.07% |
Beta | 0.973% | 0.85% |
Alpha | 3.16% | 2.18% |
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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 |
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 |
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