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
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart 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% | 6.29% |
| 6 Month | 25.9% | 31.64% |
| 1 Year | 43.89% | 39.39% |
| 3 Year | 22.45% | 21.39% |
| 5 Year | 23.23% | 21.98% |
| 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 | 21.05% | 19.16% |
| 3 Year | 54.86% | 51.26% |
| 5 Year | 78.49% | 71.85% |
| 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% | 1.09% |
| Beta | 0.92% | 0.86% |
| Alpha | -0.37% | 1.63% |
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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 | 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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