Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Kotak Consumption Fund compare

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Kotak Consumption Fund - Regular (G)

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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	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	Very High Risk	Very High Risk
Asset Size (Cr)	₹1231 Cr	₹1518 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 Nov 2023	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	57%
Expense Ratio	2.12	2.19
Manager	Abhishek Bisen	Ashish Aggarwal
ISIN Code	INF174KA1PM5	INF903J01561
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	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	-4.96%	-3.12%
6 Month	-10.33%	-8.68%
1 Year	14.65%	10.24%
3 Year	-	16.75%
5 Year	-	14.55%

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	-0.11%	-1.11%
3 Year	-	16.46%
5 Year	-	17.57%

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	28.26%	14.14%
3 Year	-	13.13%
5 Year	-	12.36%

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	-	0.78%
Beta	-	0.9%
Alpha	-	0.71%

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Scheme 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)
Others	1.54	5.13
Small Cap	27.35	13.18
Large Cap	44.65	71.37
Mid Cap	26.46	10.61

Scheme Name	Kotak Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	1.54	5.13
Consumer Staples	35.85	-
Healthcare	5.97	-
Automobile	21.45	-
Services	13.07	-
Consumer Discretionary	4.66	-
Communication	9.4	-
Capital Goods	2.4	-
Materials	4.83	-
Construction	0.83	-
Consumer Durables	-	17.56
Retailing	-	11.96
Diversified FMCG	-	15.01
Automobiles	-	13.52
Finance	-	2.27
Agricultural Food & other Products	-	1.03
Beverages	-	7.59
Food Products	-	5.4
Auto Components	-	2.15
Telecom - Services	-	9.68
Leisure Services	-	2.58
Healthcare Services	-	3.05
Household Products	-	1.38
Realty	-	1.98