- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Consumption Opportunities Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1768 Cr | ₹3219 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 2023 | 01 Jan 2013 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 42% |
| Expense Ratio | 2.12 | 1.98 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PM5 | INF200K01VR6 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Month | -1.17% | -1.67% |
| 6 Month | 6.23% | -3.06% |
| 1 Year | 6.98% | -6.48% |
| 3 Year | - | 14.02% |
| 5 Year | - | 18.1% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.06% | -0.89% |
| 1 Year | 15.51% | 1.42% |
| 3 Year | - | 8.14% |
| 5 Year | - | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 13.45% | 16.33% |
| 3 Year | - | 16.51% |
| 5 Year | - | 15.3% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 10.64% |
| Sharp | - | 0.58% |
| Beta | - | 0.89% |
| Alpha | - | -2.48% |
Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 12.88 | 5.19 |
| Large Cap | 53.62 | 51.81 |
| Small Cap | 28.36 | 19.6 |
| Mid Cap | 5.13 | 23.39 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 1.65 | 2.26 |
| Communication Services | 11.36 | 6.46 |
| Basic Materials | 9.91 | 8.67 |
| Consumer Cyclical | 36.97 | 44.24 |
| Consumer Defensive | 27.53 | 28.64 |
| Healthcare | 5.78 | - |
| Industrials | 4.68 | 6.67 |
| Technology | 2.13 | 1.55 |
| Financial Services | - | 1.5 |
Top Comparisons
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.16%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.2%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.37%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.37%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.43%
Quant Flexi Cap Fund-Growth
3Y Returns15.37%
Kotak Bond Fund (G)
3Y Returns6.74%
Kotak Bond Fund - Regular Plan Growth
3Y Returns6.74%
