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

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

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 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 Moderately High Very High
Asset Size (Cr) ₹0 Cr ₹1496 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 Nov 2023 12 May 2006
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57%
Expense Ratio 2.24 2.2
Manager Abhishek Bisen Ashish Aggarwal
ISIN Code INF174KA1PM5 INF903J01561
Exits Load Exit load of 1%, if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 5.22% -9.1%
6 Month 30.91% 14.93%
1 Year - 30.69%
3 Year - 17.75%
5 Year - 17.74%

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 - -
1 Year 14.27% 14.95%
3 Year 14.27% 39.18%
5 Year 14.27% 69.01%

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 - 13.99%
3 Year - 13.05%
5 Year - 12.24%

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 - 1.15%
Beta - 0.87%
Alpha - 1.97%

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 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
Fund Manage 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 1.54 6.97
Small Cap 27.35 16.51
Large Cap 44.65 63.8
Mid Cap 26.46 12.71

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

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

Others 1.54 4.11
Consumer Staples 35.85 33.3
Healthcare 5.97 2.85
Automobile 21.45 14.85
Services 13.07 9.75
Consumer Discretionary 4.66 18.03
Communication 9.4 9.74
Capital Goods 2.4 -
Materials 4.83 1.73
Construction 0.83 2.42
Metals & Mining - 0.8
Financial - 2.41

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

VS

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns5.4%

Compare Now

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

3Y Returns8.75%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns29.39%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.32%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns16.59%

Compare Now

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns20.37%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully