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Kotak Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Kotak Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | 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) | ₹1231 Cr | ₹1518 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Nov 2023 | 15 May 2006 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 57% |
| Expense Ratio | 2.12 | 2.19 |
| Manager | Abhishek Bisen | Ashish Aggarwal |
| ISIN Code | INF174KA1PM5 | INF903J01561 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | 3.15% | 1.7% |
| 6 Month | -3.72% | -2.29% |
| 1 Year | 14.04% | 13.13% |
| 3 Year | - | 20.75% |
| 5 Year | - | 22.12% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | 2.7% | 4.01% |
| 1 Year | -0.68% | 1.89% |
| 3 Year | - | 17.6% |
| 5 Year | - | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 16.93% | 13.93% |
| 3 Year | - | 13.64% |
| 5 Year | - | 12.48% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | - | 11.59% |
| Sharp | - | 0.78% |
| Beta | - | 0.91% |
| Alpha | - | 0.97% |
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Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Name | Abhishek Bisen | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Funds Managed | 33 | 7 |
| Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 3.37 | 5.44 |
| Small Cap | 29.06 | 12.19 |
| Large Cap | 60.18 | 73.21 |
| Mid Cap | 7.38 | 9.17 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 2.03 | 5.44 |
| Basic Materials | 1.72 | - |
| Consumer Cyclical | 38.7 | - |
| Technology | 0 | - |
| Industrials | 7.04 | - |
| Consumer Defensive | 28.95 | - |
| Communication Services | 12.25 | - |
| Healthcare | 9.04 | - |
| Real Estate | 0.28 | - |
| Consumer Durables | - | 12.62 |
| Retailing | - | 13.79 |
| Diversified FMCG | - | 13.95 |
| Automobiles | - | 14.74 |
| Finance | - | 2.99 |
| Agricultural Food & other Products | - | 1.5 |
| Beverages | - | 6.81 |
| Food Products | - | 4.9 |
| Auto Components | - | 1.73 |
| Telecom - Services | - | 11.27 |
| Leisure Services | - | 3.31 |
| Healthcare Services | - | 3.62 |
| Household Products | - | 1.91 |
| Realty | - | 1.43 |
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