Canara Robeco Consumer Trends Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3219 Cr | ₹2036 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 14 Sep 2009 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | BSE 100 |
| Turn Over | 42% | 32% |
| Expense Ratio | 1.98 | 2.1 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01VR6 | INF760K01241 |
| Exits Load | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.5% | -2.48% |
| 6 Month | 0.56% | 1.75% |
| 1 Year | -7.75% | 0.7% |
| 3 Year | 13.72% | 15.19% |
| 5 Year | 18.57% | 16.94% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.32% | 0.47% |
| 1 Year | 1.64% | 10.6% |
| 3 Year | 8.5% | 13.32% |
| 5 Year | 13.55% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.33% | 14.34% |
| 3 Year | 16.51% | 16.71% |
| 5 Year | 15.3% | 17.69% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.64% | 12.46% |
| Sharp | 0.58% | 0.77% |
| Beta | 0.89% | 0.94% |
| Alpha | -2.48% | 2.3% |
Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.19 | 10.51 |
| Small Cap | 19.6 | 14.58 |
| Mid Cap | 23.39 | 18 |
| Large Cap | 51.81 | 56.92 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.26 | 3.01 |
| Industrials | 6.67 | 4.28 |
| Consumer Cyclical | 44.24 | 34.07 |
| Basic Materials | 8.67 | 2.12 |
| Consumer Defensive | 28.64 | 21.04 |
| Technology | 1.55 | 1.14 |
| Communication Services | 6.46 | 7.75 |
| Financial Services | 1.5 | 24.44 |
| Healthcare | - | 2.16 |
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