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) | ₹3180 Cr | ₹1929 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 | 1.73% | 2.12% |
| 6 Month | 3.54% | 6.94% |
| 1 Year | -4.26% | 2.33% |
| 3 Year | 14.07% | 15.47% |
| 5 Year | 24.62% | 20.93% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.35% | -0.08% |
| 1 Year | 0.35% | 6.86% |
| 3 Year | 9.8% | 13.25% |
| 5 Year | 14.8% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.89% | 14.69% |
| 3 Year | 16.63% | 16.8% |
| 5 Year | 15.13% | 17.58% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.89% | 12.76% |
| Sharp | 0.55% | 0.69% |
| Beta | 0.93% | 0.90% |
| Alpha | -1.08% | 0.30% |
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 | 5.95 | 9.87 |
| Small Cap | 24.46 | 15.6 |
| Mid Cap | 24.04 | 16.23 |
| Large Cap | 45.55 | 58.29 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.68 | 3.97 |
| Industrials | 6.78 | 4.36 |
| Consumer Cyclical | 46.53 | 34.73 |
| Basic Materials | 7.57 | 1.83 |
| Consumer Defensive | 28.6 | 21.3 |
| Communication Services | 5.85 | 7.17 |
| Financial Services | - | 24.45 |
| Healthcare | - | 1.18 |
| Technology | - | 1.02 |
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