Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹604 Cr | ₹1496 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Nov 2023 | 12 May 2006 |
Category | Consumption Theme | Consumption Theme |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 57% |
Expense Ratio | 2.32 | 2.2 |
Manager | Abhishek Bisen | Ashish Aggarwal |
ISIN Code | INF174KA1PM5 | INF903J01561 |
Exits Load | Exit load of 1%, if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 5.22% | 7.28% |
6 Month | 30.91% | 24.97% |
1 Year | - | 37.8% |
3 Year | - | 20.63% |
5 Year | - | 21.47% |
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | - | - |
1 Year | 14.27% | 14.95% |
3 Year | 14.27% | 39.18% |
5 Year | 14.27% | 69.01% |
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 13.98% | 19.16% |
3 Year | 13.98% | 51.26% |
5 Year | 13.98% | 71.85% |
Scheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | - | 11.59% |
Sharp | - | 1.12% |
Beta | - | 0.81% |
Alpha | - | 0.94% |
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Get Free Experts GuidanceScheme Name | Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Abhishek Bisen | Ashish Aggarwal |
Total AUM | ₹0 Cr | ₹9635 Cr |
Fund Manage | 33 | 7 |
Kotak Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Large Cap | 44.65 | 63.8 |
Mid Cap | 26.46 | 12.71 |
Small Cap | 27.35 | 16.51 |
Others | 1.54 | 6.97 |
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Communication | 9.4 | 9.74 |
Automobile | 21.45 | 14.85 |
Consumer Staples | 35.85 | 33.3 |
Services | 13.07 | 9.75 |
Consumer Discretionary | 4.66 | 18.03 |
Materials | 4.83 | 1.73 |
Capital Goods | 2.4 | - |
Healthcare | 5.97 | 2.85 |
Others | 1.54 | 4.11 |
Construction | 0.83 | 2.42 |
Financial | - | 2.41 |
Metals & Mining | - | 0.8 |
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