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SBI Consumption Opportunities Fund vs UTI India Consumer Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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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 UTI India Consumer Fund - Regular Plan - Growth Option
Fund SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2940 Cr ₹675 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 17%
Expense Ratio 1.98 2.44
Manager Pradeep Kesavan Vishal Chopda
ISIN Code INF200K01VR6 INF789F01CE6
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 UTI India Consumer Fund - Growth charges 1.0% 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 UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 2.51% 3.66%
6 Month -8.88% -5.83%
1 Year 7.42% 5.63%
3 Year 17.6% 15.32%
5 Year 28.64% 19.34%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month -2.06% -0.57%
1 Year -10.66% -9.17%
3 Year 13.37% 11.99%
5 Year 18.99% 13.16%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 18.13% 12.3%
3 Year 16.55% 11.78%
5 Year 14.76% 11.87%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 14.843% 15.355%
Sharp 0.668% 0.317%
Beta 0.901% 0.933%
Alpha 3.908% -1.363%

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Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Vishal Chopda
Total AUM ₹434274 Cr ₹6487 Cr
Funds Managed 43 3
SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.25 2.73
Small Cap 35.34 11
Mid Cap 26.15 12.5
Large Cap 34.26 73.77

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.25 2.17
Industrials 6.74 6.51
Consumer Cyclical 51.24 41.37
Consumer Defensive 29.22 26.65
Communication Services 5.09 11.44
Basic Materials 3.46 1.74
Financial Services - 4.9
Healthcare - 2.89
Real Estate - 2.33

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