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) | ₹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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