Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Consumption Opportunities Fund vs UTI India Consumer Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

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

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 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) ₹3186 Cr ₹711 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 -1.55% -1.85%
6 Month 1.9% 5.32%
1 Year -6.31% -3.79%
3 Year 17.16% 13.68%
5 Year 26.59% 17.35%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 2.09% 3.6%
1 Year -5.07% -0.51%
3 Year 12.6% 13.15%
5 Year 17.76% 13.73%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 17.57% 12.01%
3 Year 16.62% 11.84%
5 Year 14.92% 12.05%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 14.30% 15.17%
Sharp 0.95% 0.76%
Beta 0.88% 0.95%
Alpha 0.97% -2.04%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.65 4.92
Small Cap 26.67 11.48
Mid Cap 25.68 9.64
Large Cap 43 73.96

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.65 2.17
Industrials 6.49 7.01
Consumer Cyclical 47.86 43.04
Basic Materials 7.38 0.58
Consumer Defensive 28.38 25.66
Communication Services 5.24 11.43
Financial Services - 5.01
Real Estate - 2.07
Healthcare - 3.03

Top Comparisons

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns14.1%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns11.59%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.83%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.32%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.09%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns7.64%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns21.62%

VS

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns20.35%

Compare Now
Add to Cart Successfully