Kotak Consumption Fund vs Tata India Consumer Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon Tata India Consumer 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) Tata India Consumer Fund-Regular Plan-Growth
Fund Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹2375 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 28 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.16 2
Manager Abhishek Bisen Sonam Udasi
ISIN Code INF174KA1PM5 INF277K010A2
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Tata India Consumer Fund - Growth charges 0.25% 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) Tata India Consumer Fund-Regular Plan-Growth
1 Month 2.62% 4.73%
6 Month 8.03% 11.81%
1 Year 29.71% 28.18%
3 Year - 21%
5 Year - 21.57%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 23.21% 26.15%
3 Year - 27.61%
5 Year - 24.61%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year - 19.26%
3 Year - 16.34%
5 Year - 15.94%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 12.98%
Sharp - 1.06%
Beta - 0.92%
Alpha - -0.37%

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Name Abhishek Bisen Sonam Udasi
Total AUM ₹0 Cr ₹12959 Cr
Fund Manage 33 6
Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.54 9.1
Small Cap 27.35 31.92
Large Cap 44.65 42.05
Mid Cap 26.46 16.93

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.54 9.1
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
Industrial Products - 2.66
Food Products - 8.7
Household Products - 6.31
Textiles & Apparels - 1.25
Leisure Services - 3.72
Consumer Durables - 18.42
Capital Markets - 1.35
Diversified FMCG - 9.91
Automobiles - 5.84
Agricultural Food & other Products - 4
Retailing - 14.09
Chemicals & Petrochemicals - 1.19
Personal Products - 0.63
Financial Technology (Fintech) - 1.65
Auto Components - 0.94
Beverages - 7.68
Industrial Manufacturing - 1.61
Commercial Services & Supplies - 0.95

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