Nippon India Consumption Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Nippon India Consumption Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1231 Cr | ₹2184 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 06 Oct 2004 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 35% |
Expense Ratio | 2.12 | 2.01 |
Manager | Abhishek Bisen | Amar Kalkundrikar |
ISIN Code | INF174KA1PM5 | INF204K01AQ4 |
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 | Nippon India Consumption Fund - Growth charges 1.0% 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) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 6.91% | 9.61% |
6 Month | -9.62% | -7.19% |
1 Year | 16.84% | 11.62% |
3 Year | - | 18.72% |
5 Year | - | 26.93% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | -1.07% | 2.77% |
1 Year | -3.67% | -1.82% |
3 Year | - | 17.39% |
5 Year | - | 20.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 28.26% | 16.96% |
3 Year | - | 12.95% |
5 Year | - | 13.21% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 14.77% |
Sharp | - | 0.737% |
Beta | - | 0.909% |
Alpha | - | 4.825% |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Name | Abhishek Bisen | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 33 | 4 |
Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.37 | 3 |
Small Cap | 29.06 | 15.31 |
Large Cap | 60.18 | 61.65 |
Mid Cap | 7.38 | 20.04 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Others | 2.03 | 3 |
Basic Materials | 1.72 | 5.31 |
Consumer Cyclical | 38.7 | 41.06 |
Technology | 0 | 0.67 |
Industrials | 7.04 | 6.97 |
Consumer Defensive | 28.95 | 35.08 |
Communication Services | 12.25 | 7.19 |
Healthcare | 9.04 | - |
Real Estate | 0.28 | - |
Financial Services | - | 0.72 |
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