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

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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 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 -6.49% -5.42%
6 Month 14.82% 12.35%
1 Year 30.33% 23.39%
3 Year - 16.51%
5 Year - 17.83%

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 - 22.52%
3 Year - 24.15%
5 Year - 21.93%

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 - 13.81%
3 Year - 12.91%
5 Year - 12.23%

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 - 0.8%
Beta - 0.9%
Alpha - 0.45%

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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
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

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