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SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3162 Cr | ₹2671 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 57.26% |
| Expense Ratio | 1.98 | 2 |
| Manager | Pradeep Kesavan | Sonam Udasi |
| ISIN Code | INF200K01VR6 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.81% | -4.81% |
| 6 Month | -7.25% | -3.6% |
| 1 Year | -5.49% | 4.11% |
| 3 Year | 12.05% | 18.27% |
| 5 Year | 16.06% | 16.11% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -7.23% | -7.83% |
| 1 Year | -11.09% | -7.58% |
| 3 Year | 3.24% | 7.72% |
| 5 Year | 10.56% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.2% | 16.15% |
| 3 Year | 16.5% | 17.37% |
| 5 Year | 15.33% | 17.22% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.64% | 12.98% |
| Sharp | 0.63% | 0.92% |
| Beta | 0.9% | 0.9% |
| Alpha | -2.77% | 1.24% |
Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sonam Udasi |
| Total AUM | ₹434274 Cr | ₹12959 Cr |
| Funds Managed | 43 | 6 |
| SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.63 | 13.21 |
| Large Cap | 51.75 | 48.18 |
| Small Cap | 19.12 | 26.72 |
| Mid Cap | 21.5 | 11.88 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.29 | 5.42 |
| Consumer Cyclical | 46.81 | 33.37 |
| Industrials | 6.87 | 6.1 |
| Basic Materials | 8.45 | 1 |
| Consumer Defensive | 26.06 | 38.02 |
| Technology | 1.44 | 4.55 |
| Communication Services | 6.59 | - |
| Financial Services | 1.49 | 8.87 |
| Healthcare | - | 2.66 |
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