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SBI Consumption Opportunities Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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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 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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