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SBI Consumption Opportunities Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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) ₹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 5.5% 5.35%
6 Month 20.72% 13.12%
1 Year -0.76% -8.83%
3 Year - 15.67%
5 Year - 24.84%

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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