Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Consumption Fund vs SBI Consumption Opportunities Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon Nippon India Consumption Fund-Growth Plan-Growth Option

Invest Now

Chart Comparison

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

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) ₹3175 Cr ₹2756 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 5.27% 4.47%
6 Month 13.35% 18.06%
1 Year -9.16% -4.96%
3 Year 15.45% 15.81%
5 Year 24.2% 23.05%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
6 Month 4.53% 6.23%
1 Year 6.49% 15.16%
3 Year 13.91% 17.27%
5 Year 17.75% 19.08%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
1 Year 17.24% 16.24%
3 Year 16.71% 13.51%
5 Year 15.02% 13.42%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
Standard Deviation 13.82% 13.41%
Sharp 0.67% 0.72%
Beta 0.88% 0.85%
Alpha 2.28% 3.00%

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 2.64 3.81
Small Cap 27.99 12.17
Mid Cap 24.69 15.25
Large Cap 44.67 68.77

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Nippon India Consumption Fund-Growth Plan-Growth Option

Others 2.27 3.81
Industrials 5.67 7.72
Consumer Cyclical 46.75 42.3
Basic Materials 8.13 5.36
Consumer Defensive 31.14 32.44
Communication Services 6.05 7.22
Financial Services - 1.14

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns11.54%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

Kotak Focused Fund- Regular plan _ Growth Option Kotak Focused Fund- Regular plan _ Growth Option

3Y Returns14.82%

VS

360 ONE Focused Fund Regular-Growth 360 ONE Focused Fund Regular-Growth

3Y Returns15.67%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns15.42%

VS

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns15.81%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns20.2%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.37%

Compare Now
Add to Cart Successfully