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) | ₹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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