SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare

SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare

Link copied to clipboard!

SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

Tata India Consumer Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3219 Cr	₹2685 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	-1.58%	-4.07%
6 Month	0.92%	4.16%
1 Year	-7.53%	-4.88%
3 Year	13.79%	17.89%
5 Year	18.57%	16.67%

SIP Return Analysis

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
6 Month	-1.32%	0.01%
1 Year	1.64%	9.62%
3 Year	8.5%	14.22%
5 Year	13.55%	15.58%

Rolling Lumpsum Returns

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
1 Year	16.46%	16.48%
3 Year	16.53%	17.32%
5 Year	15.25%	17.27%

Risk Management

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	10.64%	14.10%
Sharp	0.58%	0.79%
Beta	0.89%	0.92%
Alpha	-2.48%	3.24%

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	5.19	9.72
Small Cap	19.6	31.59
Mid Cap	23.39	13.19
Large Cap	51.81	45.5

Sector Allocation

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
Others	2.26	4.77
Industrials	6.67	10.28
Consumer Cyclical	44.24	33.22
Basic Materials	8.67	1.89
Consumer Defensive	28.64	32.53
Technology	1.55	5.76
Communication Services	6.46	-
Financial Services	1.5	8.8
Healthcare	-	2.74

Top Comparisons

BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.12%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.16%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns14.48%

Compare Now

ICICI Prudential Money Market Fund Option - Growth

3Y Returns7.51%

VS

Kotak Money Market Fund - (Growth)

3Y Returns7.47%

Compare Now

Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

VS

Axis Multicap Fund - Regular Plan - Growth

3Y Returns21.26%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully