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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) ₹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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