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

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

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption 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 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 5.01% 1.87%
6 Month 25.9% 25.22%
1 Year 43.89% 40.6%
3 Year 22.45% 20.76%
5 Year 23.23% 20.78%

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 15.62% 14.95%
3 Year 40.44% 39.18%
5 Year 73.95% 69.01%

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 21.05% 19.16%
3 Year 54.86% 51.26%
5 Year 78.49% 71.85%

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% 1.09%
Beta 0.92% 0.86%
Alpha -0.37% 1.63%

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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

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