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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) ₹3219 Cr ₹2783 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 -0.9% -3.18%
6 Month 1.62% 0.72%
1 Year -7.06% 0.97%
3 Year 13.61% 14.33%
5 Year 18.68% 18.36%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
6 Month -1.95% -3.82%
1 Year 0.41% 0.4%
3 Year 8.54% 10.49%
5 Year 13.75% 14.57%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
1 Year 16.33% 14.99%
3 Year 16.51% 14.05%
5 Year 15.3% 13.52%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Nippon India Consumption Fund-Growth Plan-Growth Option
Standard Deviation 10.64% 11.84%
Sharp 0.58% 0.71%
Beta 0.89% 0.9%
Alpha -2.48% -1.05%

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 5.19 4.98
Small Cap 19.6 6.22
Mid Cap 23.39 15.04
Large Cap 51.81 73.76

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Nippon India Consumption Fund-Growth Plan-Growth Option

Others 2.26 1.75
Industrials 6.67 5.45
Consumer Cyclical 44.24 45.38
Basic Materials 8.67 5
Consumer Defensive 28.64 34.51
Technology 1.55 0.29
Communication Services 6.46 6.53
Financial Services 1.5 1.1

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