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)	₹1709 Cr	₹3259 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	-0.6%	-1.97%
6 Month	10.01%	0.6%
1 Year	6.35%	-6.82%
3 Year	-	13.11%
5 Year	-	20.19%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	3.78%	-0.58%
1 Year	20.26%	2.48%
3 Year	-	9.56%
5 Year	-	14.45%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	13.45%	16.46%
3 Year	-	16.53%
5 Year	-	15.25%

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	-	10.64%
Sharp	-	0.61%
Beta	-	0.88%
Alpha	-	-1.52%

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	12.7	1.56
Large Cap	51.02	50.89
Small Cap	30.24	23.98
Mid Cap	6.05	23.57

Scheme Name	Kotak Consumption Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	1.73	1.56
Communication Services	11.88	-
Basic Materials	9.24	-
Consumer Cyclical	36.14	-
Consumer Defensive	27.66	-
Healthcare	6.07	-
Industrials	5.07	-
Technology	2.21	-
Household Products	-	3.45
Consumer Durables	-	23.88
Retailing	-	7.47
Food Products	-	5.84
Diversified FMCG	-	7.72
Leisure Services	-	8.36
Automobiles	-	14.79
Personal Products	-	5.67
Beverages	-	7.18
Telecom - Services	-	6.24
Textiles & Apparels	-	5.46
Industrial Manufacturing	-	0.9
Finance	-	1.48