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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) ₹3219 Cr ₹738 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 -1.24% -0.46%
6 Month 0.72% 5.66%
1 Year -7.49% 1.65%
3 Year 13.13% 14.11%
5 Year 19.57% 14.28%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month -1.32% 1.7%
1 Year 1.64% 12.91%
3 Year 8.5% 12.98%
5 Year 13.55% 12.9%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16.46% 11.31%
3 Year 16.53% 12.1%
5 Year 15.25% 12.27%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 13.96% 14.05%
Sharp 0.51% 0.55%
Beta 0.94% 0.95%
Alpha -0.97% -0.45%

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 4.66 7.39
Small Cap 22.74 8.95
Mid Cap 23.56 11.44
Large Cap 49.04 72.22

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.6 2.58
Industrials 6.74 6.81
Consumer Cyclical 44.65 43.01
Basic Materials 7.83 3.53
Consumer Defensive 29.64 20.43
Technology 1.81 2.2
Communication Services 6.24 10.91
Financial Services 1.48 5.17
Real Estate - 2.21
Healthcare - 3.14

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