SBI Consumption Opportunities Fund vs Canara Robeco Consumer Trends Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3135 Cr | ₹1912 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | BSE 100 |
Turn Over | 42% | 32% |
Expense Ratio | 1.98 | 2.1 |
Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
ISIN Code | INF200K01VR6 | INF760K01241 |
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 | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.4% | -0.29% |
6 Month | 8.91% | 13.31% |
1 Year | -7.48% | -0.26% |
3 Year | 16.5% | 17.28% |
5 Year | 24.06% | 21.3% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.15% | 3.9% |
1 Year | -6.75% | 5.26% |
3 Year | 10.86% | 15.31% |
5 Year | 16.32% | 16.53% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.24% | 14.84% |
3 Year | 16.71% | 16.86% |
5 Year | 15.02% | 17.53% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.95% | 12.91% |
Sharp | 0.74% | 0.82% |
Beta | 0.89% | 0.88% |
Alpha | 1.29% | 1.63% |
Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Funds Managed | 43 | 12 |
SBI Consumption Opportunities Fund - Regular - Growth | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.64 | 11.35 |
Small Cap | 27.99 | 18.35 |
Mid Cap | 24.69 | 20.71 |
Large Cap | 44.67 | 49.59 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.27 | 5.01 |
Industrials | 5.67 | 4.93 |
Consumer Cyclical | 46.75 | 34.24 |
Basic Materials | 8.13 | - |
Consumer Defensive | 31.14 | 16.67 |
Communication Services | 6.05 | 5.86 |
Financial Services | - | 30.86 |
Healthcare | - | 1.61 |
Technology | - | 0.83 |
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