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

Link copied to clipboard!

tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

Invest Now

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

Invest Now

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
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

Trailing Lumpsum Returns

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 -3% -2.32%
6 Month 12.83% 12.01%
1 Year 29.29% 24.55%
3 Year 18.14% 17.81%
5 Year 20.55% 18.22%

SIP Return Analysis

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 - 18.49%
3 Year - 23.35%
5 Year - 21.66%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.8%
Beta 0.92% 0.9%
Alpha -0.37% 0.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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)

Market Cap

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

Sector Allocation

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

Top Comparisons

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.29%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.27%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns26.59%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns24.75%

Compare Now

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns17.31%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns19.04%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns14.21%

Compare Now
Request call back
Add to Cart Successfully