Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Canara Robeco Consumer Trends Fund compare
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1679 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Sep 2009 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | Nifty India Consumption TRI |
Turn Over | 32% | 57% |
Expense Ratio | 2.1 | 2.19 |
Manager | Shridatta Bhandwaldar | Ashish Aggarwal |
ISIN Code | INF760K01241 | INF903J01561 |
Exits Load | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | -3.54% | -5.45% |
6 Month | -16.73% | -15.24% |
1 Year | 3.99% | 7.51% |
3 Year | 16.17% | 17.02% |
5 Year | 18.78% | 16.4% |
SIP Return Analysis
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | -10.58% | -10.77% |
1 Year | -18.3% | -15.26% |
3 Year | 11% | 12.08% |
5 Year | 15.22% | 15.15% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 15.35% | 14.14% |
3 Year | 16.76% | 13.13% |
5 Year | 17.39% | 12.36% |
Risk Management
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 14.596% | 11.59% |
Sharp | 0.568% | 0.62% |
Beta | 0.928% | 0.91% |
Alpha | 2.092% | 0.64% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Shridatta Bhandwaldar | Ashish Aggarwal |
Total AUM | ₹69491 Cr | ₹9635 Cr |
Fund Manage | 12 | 7 |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 7.52301 | 3.56845 |
Mid Cap | 20.04397 | 8.46845 |
Large Cap | 53.6171 | 74.61813 |
Small Cap | 18.81593 | 13.34495 |
Sector Allocation
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.89665 | 3.56845 |
Consumer Cyclical | 34.1976 | 43.40148 |
Financial Services | 31.67512 | 2.64144 |
Consumer Defensive | 16.6257 | 32.21289 |
Industrials | 4.6176 | - |
Communication Services | 5.8922 | 12.2702 |
Healthcare | 2.09514 | 2.81011 |
Basic Materials | - | 1.45822 |
Real Estate | - | 1.63719 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns13.99%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns10.41%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.08%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.15%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.32%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%