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

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Tata India Consumer Fund-Regular Plan-Growth

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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	₹1518 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	2.19
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

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	-4.13%	-5.45%
6 Month	-16.91%	-15.24%
1 Year	7.5%	7.51%
3 Year	16.55%	17.02%
5 Year	18.44%	16.4%

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	-11.97%	-10.77%
1 Year	-17.12%	-15.26%
3 Year	13.33%	12.08%
5 Year	16.03%	15.15%

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	19.88%	14.14%
3 Year	16.83%	13.13%
5 Year	16.34%	12.36%

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	16.229%	11.59%
Sharp	0.596%	0.62%
Beta	0.973%	0.91%
Alpha	3.16%	0.64%

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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)

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.51526	3.56845
Mid Cap	16.54873	8.46845
Small Cap	28.62912	13.34495
Large Cap	46.30691	74.61813

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.13668	3.56845
Industrials	12.66229	-
Consumer Defensive	32.59135	32.21289
Consumer Cyclical	34.95753	43.40148
Basic Materials	3.06425	1.45822
Healthcare	0	2.81011
Financial Services	3.44072	2.64144
Technology	5.1472	-
Communication Services	-	12.2702
Real Estate	-	1.63719