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Tata India Consumer Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1231 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 | 2.12 | 2 |
| Manager | Abhishek Bisen | Sonam Udasi |
| ISIN Code | INF174KA1PM5 | INF277K010A2 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | -5.22% | -4.13% |
| 6 Month | -16.28% | -16.91% |
| 1 Year | 13.2% | 7.5% |
| 3 Year | - | 16.55% |
| 5 Year | - | 18.44% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -10.38% | -11.97% |
| 1 Year | -12.96% | -17.12% |
| 3 Year | - | 13.33% |
| 5 Year | - | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 28.26% | 19.88% |
| 3 Year | - | 16.83% |
| 5 Year | - | 16.34% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 16.229% |
| Sharp | - | 0.596% |
| Beta | - | 0.973% |
| Alpha | - | 3.16% |
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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 | 3.3713 | 8.51526 |
| Small Cap | 29.0649 | 28.62912 |
| Large Cap | 60.17881 | 46.30691 |
| Mid Cap | 7.38496 | 16.54873 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.03408 | 8.13668 |
| Basic Materials | 1.71551 | 3.06425 |
| Consumer Cyclical | 38.69847 | 34.95753 |
| Technology | 0 | 5.1472 |
| Industrials | 7.04261 | 12.66229 |
| Consumer Defensive | 28.94651 | 32.59135 |
| Communication Services | 12.24535 | - |
| Healthcare | 9.03892 | 0 |
| Real Estate | 0.27852 | - |
| Financial Services | - | 3.44072 |
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