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) ₹2375 Cr ₹1564 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Dec 2015 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 57.26% 57%
Expense Ratio 2 2.18
Manager Sonam Udasi Ashish Aggarwal
ISIN Code INF277K010A2 INF903J01561
Exits Load Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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 -7.81% -4.03%
6 Month -1.86% 0.25%
1 Year 20.16% 20.56%
3 Year 18.53% 18.64%
5 Year 18.71% 16.74%

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 22.7% 16.13%
3 Year 26.98% 22.95%
5 Year 24.18% 21.55%

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% 0.89%
Beta 0.92% 0.88%
Alpha -0.37% 2.42%

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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 9.1 5.13
Mid Cap 16.93 10.61
Small Cap 31.92 13.18
Large Cap 42.05 71.37

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 9.1 5.13
Industrial Products 2.66 -
Food Products 8.7 5.4
Household Products 6.31 1.38
Textiles & Apparels 1.25 -
Leisure Services 3.72 2.58
Consumer Durables 18.42 17.56
Capital Markets 1.35 -
Diversified FMCG 9.91 15.01
Automobiles 5.84 13.52
Agricultural Food & other Products 4 1.03
Retailing 14.09 11.96
Chemicals & Petrochemicals 1.19 -
Personal Products 0.63 -
Financial Technology (Fintech) 1.65 -
Auto Components 0.94 2.15
Beverages 7.68 7.59
Industrial Manufacturing 1.61 -
Commercial Services & Supplies 0.95 -
Finance - 2.27
Telecom - Services - 9.68
Healthcare Services - 3.05
Realty - 1.98

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