SBI Consumption Opportunities Fund vs Nippon India Consumption Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Nippon India Consumption Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3175 Cr | ₹2756 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 06 Oct 2004 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 35% |
Expense Ratio | 1.98 | 2.01 |
Manager | Pradeep Kesavan | Amar Kalkundrikar |
ISIN Code | INF200K01VR6 | INF204K01AQ4 |
Exits Load | 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 | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 5.53% | 5.3% |
6 Month | 13.31% | 18.63% |
1 Year | -8.64% | -4.15% |
3 Year | 16.11% | 16.64% |
5 Year | 24.27% | 23.35% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 4.53% | 6.23% |
1 Year | 6.49% | 15.16% |
3 Year | 13.91% | 17.27% |
5 Year | 17.75% | 19.08% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 17.24% | 16.24% |
3 Year | 16.71% | 13.51% |
5 Year | 15.02% | 13.42% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.82% | 13.41% |
Sharp | 0.67% | 0.72% |
Beta | 0.88% | 0.85% |
Alpha | 2.28% | 3.00% |
Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Amar Kalkundrikar |
Total AUM | ₹434274 Cr | ₹19671 Cr |
Funds Managed | 43 | 4 |
SBI Consumption Opportunities Fund - Regular - Growth | Nippon India Consumption Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Others | 5.52 | 2.29 |
Small Cap | 26.9 | 10.92 |
Mid Cap | 24.12 | 14.41 |
Large Cap | 43.47 | 72.39 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Nippon India Consumption Fund-Growth Plan-Growth Option |
---|---|---|
Others | 4.26 | 2.29 |
Industrials | 6.28 | 7.17 |
Consumer Cyclical | 46.58 | 42.78 |
Basic Materials | 7.98 | 4.51 |
Consumer Defensive | 29 | 36.26 |
Communication Services | 5.89 | 5.93 |
Financial Services | - | 1.08 |
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