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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.01% | -0.81% |
| 6 Month | 3.18% | 8.77% |
| 1 Year | -5.98% | 2.44% |
| 3 Year | 13.98% | 13.76% |
| 5 Year | 23.19% | 16.45% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.55% | 2.04% |
| 1 Year | 0.95% | 11.34% |
| 3 Year | 9.82% | 13.42% |
| 5 Year | 14.61% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.52% | 11.35% |
| 3 Year | 16.57% | 12.07% |
| 5 Year | 15.22% | 12.24% |
Risk Management
| 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% |
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 | 5.95 | 6.95 |
| Small Cap | 24.46 | 9.46 |
| Mid Cap | 24.04 | 10 |
| Large Cap | 45.55 | 73.59 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.68 | 2.07 |
| Industrials | 6.78 | 6.8 |
| Consumer Cyclical | 46.53 | 41.66 |
| Basic Materials | 7.57 | 3.22 |
| Consumer Defensive | 28.6 | 23.36 |
| Communication Services | 5.85 | 10.79 |
| Financial Services | - | 5.07 |
| Technology | - | 1.61 |
| Real Estate | - | 2.15 |
| Healthcare | - | 3.27 |
Top Comparisons
Kotak Credit Risk Fund - Growth
3Y Returns7.68%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.19%
LIC MF Liquid Fund-Growth
3Y Returns6.95%
LIC MF Liquid Fund-Regular Plan-Growth
3Y Returns6.95%
ICICI Prudential MNC Fund - Growth Option
3Y Returns14.37%
HDFC MNC Fund - Regular (G)
3Y Returns0%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.21%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.58%