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

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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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
Asset Size (Cr)	₹2375 Cr	₹1564 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 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	2.18
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	4.05%	0.69%
6 Month	11.03%	7.49%
1 Year	27.75%	21.96%
3 Year	20.87%	20.14%
5 Year	21.67%	18.13%

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	26.15%	18.08%
3 Year	27.61%	23.28%
5 Year	24.61%	21.71%

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	19.26%	13.81%
3 Year	16.34%	12.91%
5 Year	15.94%	12.23%

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%	0.94%
Beta	0.92%	0.88%
Alpha	-0.37%	2.35%

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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