SBI Consumption Opportunities Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
SBI Consumption Opportunities Fund - Regular - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2940 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Jan 2013 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 57% |
Expense Ratio | 1.98 | 2.19 |
Manager | Pradeep Kesavan | Ashish Aggarwal |
ISIN Code | INF200K01VR6 | INF903J01561 |
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 | Sundaram Consumption Fund - Growth charges 0.5% 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 | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | -1.55% | 0.34% |
6 Month | -3.55% | -0.32% |
1 Year | 6.66% | 11.66% |
3 Year | 18.78% | 21.2% |
5 Year | 28.62% | 23.34% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 0.89% | 4.01% |
1 Year | -6.44% | 1.89% |
3 Year | 14.91% | 17.6% |
5 Year | 19.88% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 18.13% | 14.14% |
3 Year | 16.55% | 13.13% |
5 Year | 14.76% | 12.36% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 14.843% | 11.59% |
Sharp | 0.668% | 0.78% |
Beta | 0.901% | 0.91% |
Alpha | 3.908% | 0.97% |
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Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Pradeep Kesavan | Ashish Aggarwal |
Total AUM | ₹434274 Cr | ₹9635 Cr |
Funds Managed | 43 | 7 |
SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.25 | 5.44 |
Small Cap | 35.34 | 12.19 |
Mid Cap | 26.15 | 9.17 |
Large Cap | 34.26 | 73.21 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.25 | 5.44 |
Industrials | 6.74 | - |
Consumer Cyclical | 51.24 | - |
Consumer Defensive | 29.22 | - |
Communication Services | 5.09 | - |
Basic Materials | 3.46 | - |
Consumer Durables | - | 12.62 |
Retailing | - | 13.79 |
Diversified FMCG | - | 13.95 |
Automobiles | - | 14.74 |
Finance | - | 2.99 |
Agricultural Food & other Products | - | 1.5 |
Beverages | - | 6.81 |
Food Products | - | 4.9 |
Auto Components | - | 1.73 |
Telecom - Services | - | 11.27 |
Leisure Services | - | 3.31 |
Healthcare Services | - | 3.62 |
Household Products | - | 1.91 |
Realty | - | 1.43 |
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