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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) | ₹1802 Cr | ₹3162 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 | -8.08% | -5.81% |
| 6 Month | -3.1% | -7.25% |
| 1 Year | 2.99% | -5.49% |
| 3 Year | - | 12.05% |
| 5 Year | - | 16.06% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -0.28% | -1.28% |
| 1 Year | 13.39% | 1.49% |
| 3 Year | - | 6.75% |
| 5 Year | - | 12.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.25% | 16.2% |
| 3 Year | - | 16.5% |
| 5 Year | - | 15.33% |
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 | 15.53 | 7.63 |
| Large Cap | 51.3 | 51.75 |
| Small Cap | 26.57 | 19.12 |
| Mid Cap | 6.61 | 21.5 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 2.11 | 2.29 |
| Communication Services | 11.29 | 6.59 |
| Basic Materials | 9.73 | 8.45 |
| Consumer Cyclical | 35.05 | 46.81 |
| Consumer Defensive | 26.12 | 26.06 |
| Healthcare | 9.3 | - |
| Industrials | 4.49 | 6.87 |
| Technology | 1.91 | 1.44 |
| Financial Services | - | 1.49 |
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