SBI Consumption Opportunities Fund vs Kotak Consumption Fund compare

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Kotak Consumption Fund - Regular (G)

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SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	-1.16%	0.09%
6 Month	5.8%	-1.8%
1 Year	5.79%	-6.1%
3 Year	-	14.8%
5 Year	-	17.44%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	0.2%	-1.35%
1 Year	13.41%	0.58%
3 Year	-	7.67%
5 Year	-	13.05%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	13.45%	16.25%
3 Year	-	16.5%
5 Year	-	15.31%

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%

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

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.6	2.25
Large Cap	47.52	53.35
Small Cap	30.33	21.01
Mid Cap	21.55	23.39

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.6	2.25
Telecom - Services	7.78	6.46
Pharmaceuticals & Biotechnology	7.11	-
Retailing	16.48	6.63
Personal Products	6.52	5.68
Printing & Publication	0.3	-
Automobiles	17.79	16.83
Consumer Durables	11.74	22.24
Healthcare Equipment & Supplies	0.41	-
Diversified FMCG	9.4	7.32
Entertainment	3.28	-
Food Products	4.15	5.74
Auto Components	2.07	-
Agricultural, Commercial & Construction Vehicles	1.74	-
Leisure Services	3.48	8.32
Beverages	5.18	7.37
Healthcare Services	0.9	-
Granites & Marbles	1.07	-
Household Products	-	3.38
Textiles & Apparels	-	5.22
Industrial Manufacturing	-	1.06
Finance	-	1.5