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) | ₹1709 Cr | ₹2783 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 | -2.61% | -3.66% |
| 6 Month | 7.73% | -0.15% |
| 1 Year | 4.5% | -0.17% |
| 3 Year | - | 14.4% |
| 5 Year | - | 18.21% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.25% | -1.85% |
| 1 Year | 17.84% | 4.45% |
| 3 Year | - | 11.25% |
| 5 Year | - | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 13.45% | 14.99% |
| 3 Year | - | 14.05% |
| 5 Year | - | 13.52% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.84% |
| Sharp | - | 0.71% |
| Beta | - | 0.9% |
| Alpha | - | -1.05% |
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 | 12.88 | 4.98 |
| Large Cap | 53.62 | 73.76 |
| Small Cap | 28.36 | 6.22 |
| Mid Cap | 5.13 | 15.04 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.65 | 1.75 |
| Communication Services | 11.36 | 6.53 |
| Basic Materials | 9.91 | 5 |
| Consumer Cyclical | 36.97 | 45.38 |
| Consumer Defensive | 27.53 | 34.51 |
| Healthcare | 5.78 | - |
| Industrials | 4.68 | 5.45 |
| Technology | 2.13 | 0.29 |
| Financial Services | - | 1.1 |
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