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) | ₹3180 Cr | ₹2802 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 | 1.73% | 0.73% |
| 6 Month | 3.54% | 4.82% |
| 1 Year | -4.26% | 3.11% |
| 3 Year | 14.07% | 15.3% |
| 5 Year | 24.62% | 23.79% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -0.35% | 0.91% |
| 1 Year | 0.35% | 8.02% |
| 3 Year | 9.8% | 13.69% |
| 5 Year | 14.8% | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 16.89% | 16.06% |
| 3 Year | 16.63% | 13.67% |
| 5 Year | 15.13% | 13.47% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 13.43% |
| Sharp | 0.55% | 0.64% |
| Beta | 0.93% | 0.89% |
| Alpha | -1.09% | 0.31% |
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 | 5.95 | 5.42 |
| Small Cap | 24.46 | 6.92 |
| Mid Cap | 24.04 | 14.48 |
| Large Cap | 45.55 | 73.18 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Nippon India Consumption Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.68 | 3.13 |
| Industrials | 6.78 | 6.95 |
| Consumer Cyclical | 46.53 | 44.1 |
| Basic Materials | 7.57 | 4.17 |
| Consumer Defensive | 28.6 | 34.82 |
| Communication Services | 5.85 | 5.8 |
| Financial Services | - | 1.02 |
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