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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 | -3.06% | -0.98% |
| 6 Month | 1.74% | -4.56% |
| 1 Year | 2.33% | -7.34% |
| 3 Year | - | 13.63% |
| 5 Year | - | 16.57% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -2.65% | -3.03% |
| 1 Year | 6.39% | -3.42% |
| 3 Year | - | 5.98% |
| 5 Year | - | 11.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.55% | 16.23% |
| 3 Year | - | 16.5% |
| 5 Year | - | 15.31% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 10.64% |
| Sharp | - | 0.63% |
| Beta | - | 0.9% |
| Alpha | - | -2.77% |
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 | 0.6 | 5.19 |
| Large Cap | 47.52 | 51.81 |
| Small Cap | 30.33 | 19.6 |
| Mid Cap | 21.55 | 23.39 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 0.6 | 2.26 |
| Telecom - Services | 7.78 | - |
| Pharmaceuticals & Biotechnology | 7.11 | - |
| Retailing | 16.48 | - |
| Personal Products | 6.52 | - |
| Printing & Publication | 0.3 | - |
| Automobiles | 17.79 | - |
| Consumer Durables | 11.74 | - |
| Healthcare Equipment & Supplies | 0.41 | - |
| Diversified FMCG | 9.4 | - |
| Entertainment | 3.28 | - |
| Food Products | 4.15 | - |
| Auto Components | 2.07 | - |
| Agricultural, Commercial & Construction Vehicles | 1.74 | - |
| Leisure Services | 3.48 | - |
| Beverages | 5.18 | - |
| Healthcare Services | 0.9 | - |
| Granites & Marbles | 1.07 | - |
| Industrials | - | 6.67 |
| Consumer Cyclical | - | 44.24 |
| Basic Materials | - | 8.67 |
| Consumer Defensive | - | 28.64 |
| Technology | - | 1.55 |
| Communication Services | - | 6.46 |
| Financial Services | - | 1.5 |
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