Kotak Consumption Fund vs Canara Robeco Consumer Trends Fund compare
Kotak Consumption Fund - Regular (G)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1231 Cr | ₹1679 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | BSE 100 |
Turn Over | % | 32% |
Expense Ratio | 2.12 | 2.1 |
Manager | Abhishek Bisen | Shridatta Bhandwaldar |
ISIN Code | INF174KA1PM5 | INF760K01241 |
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 | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.54% | -3.25% |
6 Month | -17.8% | -17.54% |
1 Year | 13.49% | 5.02% |
3 Year | - | 16.27% |
5 Year | - | 20.5% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -10.38% | -10.58% |
1 Year | -12.96% | -18.3% |
3 Year | - | 11% |
5 Year | - | 15.22% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.26% | 15.35% |
3 Year | - | 16.76% |
5 Year | - | 17.39% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.596% |
Sharp | - | 0.568% |
Beta | - | 0.928% |
Alpha | - | 2.092% |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Shridatta Bhandwaldar |
Total AUM | ₹0 Cr | ₹69491 Cr |
Funds Managed | 33 | 12 |
Kotak Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.37 | 7.52 |
Small Cap | 29.06 | 18.82 |
Large Cap | 60.18 | 53.62 |
Mid Cap | 7.38 | 20.04 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.03 | 4.9 |
Basic Materials | 1.72 | - |
Consumer Cyclical | 38.7 | 34.2 |
Technology | 0 | - |
Industrials | 7.04 | 4.62 |
Consumer Defensive | 28.95 | 16.63 |
Communication Services | 12.25 | 5.89 |
Healthcare | 9.04 | 2.1 |
Real Estate | 0.28 | - |
Financial Services | - | 31.68 |
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