Tata India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Tata India Consumer Fund-Regular Plan-Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
| 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 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 | 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 |
| 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 | 4.05% | 0.69% |
| 6 Month | 11.03% | 7.49% |
| 1 Year | 27.75% | 21.96% |
| 3 Year | 20.87% | 20.14% |
| 5 Year | 21.67% | 18.13% |
| 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 | 26.15% | 18.08% |
| 3 Year | 27.61% | 23.28% |
| 5 Year | 24.61% | 21.71% |
| 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% |
| 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% | 0.94% |
| Beta | 0.92% | 0.88% |
| Alpha | -0.37% | 2.35% |
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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 | 9.1 | 5.13 |
| Mid Cap | 16.93 | 10.61 |
| Small Cap | 31.92 | 13.18 |
| Large Cap | 42.05 | 71.37 |
| 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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