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) | ₹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 |
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