Tata India Consumer Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon Tata India Consumer 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 Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Fund Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹2375 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 28 Dec 2015
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.16 2
Manager Abhishek Bisen Sonam Udasi
ISIN Code INF174KA1PM5 INF277K010A2
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Month -2.95% -7.81%
6 Month 1.23% -1.86%
1 Year 24.08% 20.16%
3 Year - 18.53%
5 Year - 18.71%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 18.4% 22.7%
3 Year - 26.98%
5 Year - 24.18%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year - 19.26%
3 Year - 16.34%
5 Year - 15.94%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 12.98%
Sharp - 1.06%
Beta - 0.92%
Alpha - -0.37%

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Name Abhishek Bisen Sonam Udasi
Total AUM ₹0 Cr ₹12959 Cr
Fund Manage 33 6
Kotak Consumption Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.54 9.1
Small Cap 27.35 31.92
Large Cap 44.65 42.05
Mid Cap 26.46 16.93

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.54 9.1
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
Industrial Products - 2.66
Food Products - 8.7
Household Products - 6.31
Textiles & Apparels - 1.25
Leisure Services - 3.72
Consumer Durables - 18.42
Capital Markets - 1.35
Diversified FMCG - 9.91
Automobiles - 5.84
Agricultural Food & other Products - 4
Retailing - 14.09
Chemicals & Petrochemicals - 1.19
Personal Products - 0.63
Financial Technology (Fintech) - 1.65
Auto Components - 0.94
Beverages - 7.68
Industrial Manufacturing - 1.61
Commercial Services & Supplies - 0.95

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