Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Tata India Consumer Fund compare

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Tata India Consumer Fund-Regular Plan-Growth

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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	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 Risk
Asset Size (Cr)	₹2375 Cr	₹1518 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Dec 2015	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	57.26%	57%
Expense Ratio	2	2.19
Manager	Sonam Udasi	Ashish Aggarwal
ISIN Code	INF277K010A2	INF903J01561
Exits Load	Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 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	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	-7.3%	-3.79%
6 Month	-10.08%	-6.82%
1 Year	10.82%	11.52%
3 Year	16.98%	16.8%
5 Year	16.88%	14.8%

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	-8.44%	-1.11%
3 Year	15.53%	16.46%
5 Year	17.35%	17.57%

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	19.88%	14.14%
3 Year	16.83%	13.13%
5 Year	16.34%	12.36%

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	15.475%	14.187%
Sharp	0.743%	0.814%
Beta	0.955%	0.87%
Alpha	3.8%	4.554%

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Scheme 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	9.1	5.13
Mid Cap	16.93	10.61
Small Cap	31.92	13.18
Large Cap	42.05	71.37

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	9.1	5.13
Industrial Products	2.66	-
Food Products	8.7	5.4
Household Products	6.31	1.38
Textiles & Apparels	1.25	-
Leisure Services	3.72	2.58
Consumer Durables	18.42	17.56
Capital Markets	1.35	-
Diversified FMCG	9.91	15.01
Automobiles	5.84	13.52
Agricultural Food & other Products	4	1.03
Retailing	14.09	11.96
Chemicals & Petrochemicals	1.19	-
Personal Products	0.63	-
Financial Technology (Fintech)	1.65	-
Auto Components	0.94	2.15
Beverages	7.68	7.59
Industrial Manufacturing	1.61	-
Commercial Services & Supplies	0.95	-
Finance	-	2.27
Telecom - Services	-	9.68
Healthcare Services	-	3.05
Realty	-	1.98