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 | 5.09% | 5.15% |
6 Month | -5.99% | -6.22% |
1 Year | 11.63% | 14.9% |
3 Year | 17.26% | 17.84% |
5 Year | 24.14% | 22.82% |
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 | 1.32% | 0.68% |
1 Year | -1.98% | -0.61% |
3 Year | 16.56% | 16.97% |
5 Year | 18.09% | 17.78% |
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% | 0.63% |
Beta | 0.928% | 0.9% |
Alpha | 2.092% | 0.15% |
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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 |
Funds Managed | 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 | 7.52 | 7.29 |
Mid Cap | 20.04 | 8.29 |
Large Cap | 53.62 | 72.22 |
Small Cap | 18.82 | 12.2 |
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 | 4.9 | 7.29 |
Consumer Cyclical | 34.2 | 41.18 |
Financial Services | 31.68 | 2.87 |
Consumer Defensive | 16.63 | 30.28 |
Industrials | 4.62 | - |
Communication Services | 5.89 | 12.72 |
Healthcare | 2.1 | 2.71 |
Basic Materials | - | 1.5 |
Real Estate | - | 1.44 |
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