Nippon India Consumption Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Nippon India Consumption Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3219 Cr | ₹2783 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 06 Oct 2004 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 35% |
| Expense Ratio | 1.98 | 2.01 |
| Manager | Pradeep Kesavan | Amar Kalkundrikar |
| ISIN Code | INF200K01VR6 | INF204K01AQ4 |
| 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 | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -1.5% | -3.66% |
| 6 Month | 0.56% | -0.15% |
| 1 Year | -7.75% | -0.17% |
| 3 Year | 13.72% | 14.4% |
| 5 Year | 18.57% | 18.21% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -1.32% | -1.85% |
| 1 Year | 1.64% | 4.45% |
| 3 Year | 8.5% | 11.25% |
| 5 Year | 13.55% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 16.33% | 14.99% |
| 3 Year | 16.51% | 14.05% |
| 5 Year | 15.3% | 13.52% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.64% | 11.84% |
| Sharp | 0.58% | 0.71% |
| Beta | 0.89% | 0.9% |
| Alpha | -2.48% | -1.05% |
Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Amar Kalkundrikar |
| Total AUM | ₹434274 Cr | ₹19671 Cr |
| Funds Managed | 43 | 4 |
| SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.19 | 4.98 |
| Small Cap | 19.6 | 6.22 |
| Mid Cap | 23.39 | 15.04 |
| Large Cap | 51.81 | 73.76 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 2.26 | 1.75 |
| Industrials | 6.67 | 5.45 |
| Consumer Cyclical | 44.24 | 45.38 |
| Basic Materials | 8.67 | 5 |
| Consumer Defensive | 28.64 | 34.51 |
| Technology | 1.55 | 0.29 |
| Communication Services | 6.46 | 6.53 |
| Financial Services | 1.5 | 1.1 |
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