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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) | ₹1709 Cr | ₹3259 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 | -0.88% | -1.42% |
| 6 Month | 11.07% | 1.64% |
| 1 Year | 5.99% | -5.96% |
| 3 Year | - | 13.42% |
| 5 Year | - | 20.84% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 3.78% | -0.58% |
| 1 Year | 20.26% | 2.48% |
| 3 Year | - | 9.56% |
| 5 Year | - | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 13.45% | 16.49% |
| 3 Year | - | 16.55% |
| 5 Year | - | 15.24% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 10.64% |
| Sharp | - | 0.61% |
| Beta | - | 0.88% |
| Alpha | - | -1.52% |
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 | 12.7 | 4.66 |
| Large Cap | 51.02 | 49.04 |
| Small Cap | 30.24 | 22.74 |
| Mid Cap | 6.05 | 23.56 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 1.73 | 1.6 |
| Communication Services | 11.88 | 6.24 |
| Basic Materials | 9.24 | 7.83 |
| Consumer Cyclical | 36.14 | 44.65 |
| Consumer Defensive | 27.66 | 29.64 |
| Healthcare | 6.07 | - |
| Industrials | 5.07 | 6.74 |
| Technology | 2.21 | 1.81 |
| Financial Services | - | 1.48 |
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