SBI Consumption Opportunities Fund vs UTI India Consumer Fund compare

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SBI Consumption Opportunities Fund - Regular - Growth

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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)	₹3180 Cr	₹719 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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	1.73%	1.89%
6 Month	3.54%	8.62%
1 Year	-4.26%	3.27%
3 Year	14.07%	13.52%
5 Year	24.62%	17.82%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	-0.15%	2.17%
1 Year	0.73%	9.72%
3 Year	10.14%	13.42%
5 Year	14.92%	13.22%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	16.89%	11.63%
3 Year	16.63%	12.05%
5 Year	15.13%	12.22%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	13.89%	14.12%
Sharp	0.55%	0.51%
Beta	0.93%	0.93%
Alpha	-1.08%	-1.55%

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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	5.95	6.98
Small Cap	24.46	9.72
Mid Cap	24.04	9.2
Large Cap	45.55	74.1

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	4.68	3.1
Industrials	6.78	6.68
Consumer Cyclical	46.53	42.34
Basic Materials	7.57	3.09
Consumer Defensive	28.6	23.79
Communication Services	5.85	10.33
Financial Services	-	5.12
Technology	-	0.25
Real Estate	-	2.03
Healthcare	-	3.26