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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) | ₹1231 Cr | ₹2940 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 | 5.25% | 3.05% |
| 6 Month | 0.92% | -2.24% |
| 1 Year | 17.18% | 9.92% |
| 3 Year | - | 20.12% |
| 5 Year | - | 29.2% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -1.7% | -2.06% |
| 1 Year | -7.48% | -10.66% |
| 3 Year | - | 13.37% |
| 5 Year | - | 18.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 28.26% | 18.13% |
| 3 Year | - | 16.55% |
| 5 Year | - | 14.76% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 14.843% |
| Sharp | - | 0.668% |
| Beta | - | 0.901% |
| Alpha | - | 3.908% |
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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 | 3.37 | 4.25 |
| Small Cap | 29.06 | 35.34 |
| Large Cap | 60.18 | 34.26 |
| Mid Cap | 7.38 | 26.15 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 2.03 | 4.25 |
| Basic Materials | 1.72 | 3.46 |
| Consumer Cyclical | 38.7 | 51.24 |
| Technology | 0 | - |
| Industrials | 7.04 | 6.74 |
| Consumer Defensive | 28.95 | 29.22 |
| Communication Services | 12.25 | 5.09 |
| Healthcare | 9.04 | - |
| Real Estate | 0.28 | - |
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