- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Consumption Fund vs SBI Consumption Opportunities Fund compare
Kotak Consumption Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1373 Cr | ₹3135 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 2023 | 01 Jan 2013 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 42% |
| Expense Ratio | 2.12 | 1.98 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PM5 | INF200K01VR6 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Month | 4.54% | 0.62% |
| 6 Month | 16.46% | 9.5% |
| 1 Year | 4.43% | -6.07% |
| 3 Year | - | 16.37% |
| 5 Year | - | 24.21% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 6.77% | 0.15% |
| 1 Year | 8.83% | -6.75% |
| 3 Year | - | 10.86% |
| 5 Year | - | 16.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.66% | 17.24% |
| 3 Year | - | 16.71% |
| 5 Year | - | 15.02% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 13.95% |
| Sharp | - | 0.74% |
| Beta | - | 0.89% |
| Alpha | - | 1.29% |
Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 7.74 | 2.64 |
| Large Cap | 55.47 | 44.67 |
| Mid Cap | 6.85 | 24.69 |
| Small Cap | 29.94 | 27.99 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 1.09 | 2.27 |
| Communication Services | 12.77 | 6.05 |
| Basic Materials | 4.42 | 8.13 |
| Consumer Cyclical | 40.67 | 46.75 |
| Consumer Defensive | 28.31 | 31.14 |
| Healthcare | 7.42 | - |
| Industrials | 5.32 | 5.67 |
Top Comparisons
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.84%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.44%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.44%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns13.78%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.34%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.48%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28.29%
UTI Mid Cap Fund-Growth Option
3Y Returns17.29%
