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SBI Consumption Opportunities Fund vs Nippon India Consumption Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Nippon India Consumption Fund-Growth Plan-Growth Option

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Chart Comparison

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

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) ₹3259 Cr ₹2801 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 -1.66% -1.56%
6 Month -0.26% 2.58%
1 Year -1.87% 5.78%
3 Year 14.89% 16.32%
5 Year 22.58% 22.23%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
6 Month -0.03% 0.38%
1 Year 2.77% 8.49%
3 Year 10.13% 13.44%
5 Year 14.75% 16.3%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
1 Year 16.52% 15.11%
3 Year 16.57% 13.93%
5 Year 15.22% 13.46%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
Standard Deviation 13.89% 13.43%
Sharp 0.55% 0.65%
Beta 0.93% 0.89%
Alpha -1.08% 0.32%

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 4.66 4.49
Small Cap 22.74 7.42
Mid Cap 23.56 15.55
Large Cap 49.04 72.54

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Nippon India Consumption Fund-Growth Plan-Growth Option

Others 1.6 1.74
Industrials 6.74 5.36
Consumer Cyclical 44.65 45.54
Basic Materials 7.83 4.44
Consumer Defensive 29.64 35.5
Technology 1.81 -
Communication Services 6.24 6.35
Financial Services 1.48 1.07

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