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) ₹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

Top Comparisons

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns7.4%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.88%

Compare Now

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.04%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.59%

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 Returns21.65%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.52%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.21%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.77%

Compare Now
Add to Cart Successfully