Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Tata India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
Invest NowSundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Invest NowChart Comparison
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Tata India Consumer Fund-Regular Plan-Growth | 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) | ₹2101 Cr | ₹1496 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Dec 2015 | 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 | 57.26% | 57% |
Expense Ratio | 2.02 | 2.2 |
Manager | Sonam Udasi | Ashish Aggarwal |
ISIN Code | INF277K010A2 | INF903J01561 |
Exits Load | Exit load of 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 5.01% | -9.1% |
6 Month | 25.9% | 14.93% |
1 Year | 43.89% | 30.69% |
3 Year | 22.45% | 17.75% |
5 Year | 23.23% | 17.74% |
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | - | - |
1 Year | 15.62% | 14.95% |
3 Year | 40.44% | 39.18% |
5 Year | 73.95% | 69.01% |
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 18.85% | 13.99% |
3 Year | 16.34% | 13.05% |
5 Year | 15.93% | 12.24% |
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 12.98% | 11.59% |
Sharp | 1.06% | 1.15% |
Beta | 0.92% | 0.87% |
Alpha | -0.37% | 1.97% |
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Get Free Experts GuidanceScheme Name | Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Sonam Udasi | Ashish Aggarwal |
Total AUM | ₹12959 Cr | ₹9635 Cr |
Fund Manage | 6 | 7 |
Tata India Consumer Fund-Regular Plan-Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 7.9 | 6.97 |
Small Cap | 28.97 | 16.51 |
Large Cap | 50.06 | 63.8 |
Mid Cap | 13.07 | 12.71 |
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.69 | 4.11 |
Consumer Staples | 36.55 | 33.3 |
Automobile | 12.31 | 14.85 |
Services | 20.38 | 9.75 |
Materials | 5.12 | 1.73 |
Metals & Mining | 1.31 | 0.8 |
Consumer Discretionary | 11.93 | 18.03 |
Textiles | 1.23 | - |
Chemicals | 1.38 | - |
Capital Goods | 7.1 | - |
Financial | - | 2.41 |
Communication | - | 9.74 |
Healthcare | - | 2.85 |
Construction | - | 2.42 |
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