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

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SBI Consumption Opportunities Fund - Regular - Growth

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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

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%

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%

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%

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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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)

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

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