Kotak Consumption Fund vs SBI Consumption Opportunities Fund compare

Link copied to clipboard!

Kotak Consumption Fund - Regular (G)

Invest Now

SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1488 Cr	₹3180 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

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	0.62%	-2.85%
6 Month	16.34%	3.18%
1 Year	1.36%	-12.06%
3 Year	-	14.84%
5 Year	-	25%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	6.59%	-0.34%
1 Year	21.03%	0.78%
3 Year	-	10.65%
5 Year	-	15.52%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	13.45%	16.89%
3 Year	-	16.63%
5 Year	-	15.13%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	-	13.88%
Sharp	-	0.55%
Beta	-	0.93%
Alpha	-	-1.09%

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

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	6.59	5.52
Large Cap	59.39	43.47
Mid Cap	5.81	24.12
Small Cap	28.2	26.9

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.43	4.26
Communication Services	11.94	5.89
Basic Materials	4.2	7.98
Consumer Cyclical	43.16	46.58
Consumer Defensive	28.84	29
Healthcare	6.32	-
Industrials	5.11	6.28