Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Canara Robeco Consumer Trends Fund compare

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tortoise-icon Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption 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 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) ₹1747 Cr ₹1564 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark BSE 100 Nifty India Consumption TRI
Turn Over 32% 57%
Expense Ratio 2.09 2.18
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 1.12% 0.69%
6 Month 2.63% 7.49%
1 Year 22.13% 21.96%
3 Year 18.07% 20.14%
5 Year 20.27% 18.13%

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 - -
1 Year 13% 18.08%
3 Year 21.72% 23.28%
5 Year 22% 21.71%

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 15.17% 13.81%
3 Year 16.77% 12.91%
5 Year 17.26% 12.23%

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 12.46% 11.59%
Sharp 1.12% 0.94%
Beta 0.89% 0.88%
Alpha 4.81% 2.35%

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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 4.52 5.13
Large Cap 51.92 71.37
Small Cap 23.38 13.18
Mid Cap 20.18 10.61

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 4.52 5.13
Banks 10.79 -
Consumer Durables 7.24 17.56
Personal Products 2.57 -
Capital Markets 3.19 -
Insurance 5.87 -
Finance 10.74 2.27
Diversified Fmcg 5.94 -
Automobiles 5.4 13.52
Industrial Products 3.74 -
Entertainment 1.42 -
Beverages 7.36 7.59
Leisure Services 2.66 2.58
Retailing 12.91 11.96
Telecom - Services 4.64 9.68
Food Products 1.46 5.4
Pharmaceuticals & Biotechnology 1.49 -
Transport Services 2.05 -
Household Products 1.96 1.38
Textiles & Apparels 1.85 -
Auto Components 2.2 2.15
Diversified FMCG - 15.01
Agricultural Food & other Products - 1.03
Healthcare Services - 3.05
Realty - 1.98

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