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) | ₹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 | 3.15% | 4.83% |
6 Month | -7.2% | -5.45% |
1 Year | 5.92% | 5.76% |
3 Year | 16.53% | 13.47% |
5 Year | 26.83% | 18.37% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.19% | 1.08% |
1 Year | -6.25% | -6.05% |
3 Year | 15.36% | 13.79% |
5 Year | 20.46% | 14.41% |
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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