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 Moderately High Very High
Asset Size (Cr) ₹604 Cr ₹2101 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 05 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 2.32 2.02
Manager Abhishek Bisen Sonam Udasi
ISIN Code INF174KA1PM5 INF277K010A2
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Month 5.22% 5.01%
6 Month 30.91% 25.9%
1 Year - 43.89%
3 Year - 22.45%
5 Year - 23.23%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 14.27% 15.62%
3 Year 14.27% 40.44%
5 Year 14.27% 73.95%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 13.98% 21.05%
3 Year 13.98% 54.86%
5 Year 13.98% 78.49%

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 7.9
Small Cap 27.35 28.97
Large Cap 44.65 50.06
Mid Cap 26.46 13.07

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.54 2.69
Consumer Staples 35.85 36.55
Healthcare 5.97 -
Automobile 21.45 12.31
Services 13.07 20.38
Consumer Discretionary 4.66 11.93
Communication 9.4 -
Capital Goods 2.4 7.1
Materials 4.83 5.12
Construction 0.83 -
Metals & Mining - 1.31
Textiles - 1.23
Chemicals - 1.38

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