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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) | ₹1488 Cr | ₹3175 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 | 5.97% | 5.69% |
| 6 Month | 22.96% | 13.81% |
| 1 Year | 0.28% | -8.33% |
| 3 Year | - | 16.18% |
| 5 Year | - | 24.27% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 9.62% | 4.53% |
| 1 Year | 21.3% | 6.49% |
| 3 Year | - | 13.91% |
| 5 Year | - | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.66% | 17.24% |
| 3 Year | - | 16.71% |
| 5 Year | - | 15.02% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | - | 13.82% |
| Sharp | - | 0.67% |
| Beta | - | 0.88% |
| Alpha | - | 2.28% |
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 | 7.74 | 2.64 |
| Large Cap | 55.47 | 44.67 |
| Mid Cap | 6.85 | 24.69 |
| Small Cap | 29.94 | 27.99 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 1.09 | 2.27 |
| Communication Services | 12.77 | 6.05 |
| Basic Materials | 4.42 | 8.13 |
| Consumer Cyclical | 40.67 | 46.75 |
| Consumer Defensive | 28.31 | 31.14 |
| Healthcare | 7.42 | - |
| Industrials | 5.32 | 5.67 |
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