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 | 3.15% | 5.96% |
6 Month | -7.2% | -2.83% |
1 Year | 5.92% | 12.42% |
3 Year | 16.53% | 18.22% |
5 Year | 26.83% | 21.58% |
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 | -0.19% | 1.24% |
1 Year | -6.25% | -1.06% |
3 Year | 15.36% | 16.94% |
5 Year | 20.46% | 17.73% |
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% | 0.63% |
Beta | 0.901% | 0.9% |
Alpha | 3.908% | 0.15% |
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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 | 7.29 |
Small Cap | 35.34 | 12.2 |
Mid Cap | 26.15 | 8.29 |
Large Cap | 34.26 | 72.22 |
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 | 7.29 |
Industrials | 6.74 | - |
Consumer Cyclical | 51.24 | 41.18 |
Consumer Defensive | 29.22 | 30.28 |
Communication Services | 5.09 | 12.72 |
Basic Materials | 3.46 | 1.5 |
Financial Services | - | 2.87 |
Healthcare | - | 2.71 |
Real Estate | - | 1.44 |
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