SBI Consumption Opportunities Fund vs UTI India Consumer Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3175 Cr | ₹717 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 | 5.35% | 5.95% |
6 Month | 13.12% | 18.26% |
1 Year | -8.83% | -4.41% |
3 Year | 15.67% | 13.11% |
5 Year | 24.84% | 17.51% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.53% | 7.26% |
1 Year | 6.49% | 14.96% |
3 Year | 13.91% | 15.93% |
5 Year | 17.75% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.24% | 11.82% |
3 Year | 16.71% | 11.96% |
5 Year | 15.02% | 12.16% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.82% | 14.12% |
Sharp | 0.67% | 0.46% |
Beta | 0.88% | 0.89% |
Alpha | 2.28% | -0.52% |
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 | 2.64 | 4.94 |
Small Cap | 27.99 | 11.17 |
Mid Cap | 24.69 | 9.71 |
Large Cap | 44.67 | 74.18 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.27 | 1.47 |
Industrials | 5.67 | 6.78 |
Consumer Cyclical | 46.75 | 41.9 |
Basic Materials | 8.13 | 3.32 |
Consumer Defensive | 31.14 | 24.67 |
Communication Services | 6.05 | 10.79 |
Financial Services | - | 5.79 |
Real Estate | - | 2 |
Healthcare | - | 3.27 |
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