Kotak Consumption Fund vs Tata India Consumer Fund compare

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Kotak Consumption Fund - Regular (G)

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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 Risk	Very High
Asset Size (Cr)	₹1231 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	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	57.26%
Expense Ratio	2.12	2
Manager	Abhishek Bisen	Sonam Udasi
ISIN Code	INF174KA1PM5	INF277K010A2
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	Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Month	-4.96%	-4.92%
6 Month	-10.33%	-11.04%
1 Year	14.65%	10.86%
3 Year	-	17.08%
5 Year	-	16.74%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-2.44%	-6.12%
3 Year	-	16.49%
5 Year	-	18.21%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Year	28.26%	19.88%
3 Year	-	16.83%
5 Year	-	16.34%

Scheme Name	Kotak Consumption Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	-	15.475%
Sharp	-	0.743%
Beta	-	0.955%
Alpha	-	3.8%

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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

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

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