Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs SBI Consumption Opportunities Fund compare

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SBI Consumption Opportunities Fund - Regular - Growth

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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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	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3180 Cr	₹1590 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Jan 2013	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	42%	57%
Expense Ratio	1.98	2.19
Manager	Pradeep Kesavan	Ashish Aggarwal
ISIN Code	INF200K01VR6	INF903J01561
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	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	-3.65%	-2.16%
6 Month	3.94%	9.26%
1 Year	-12.66%	-4.72%
3 Year	14.56%	16.27%
5 Year	24.4%	19.44%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-0.34%	2.05%
1 Year	0.78%	9.76%
3 Year	10.65%	15.19%
5 Year	15.52%	16.06%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	16.89%	13.53%
3 Year	16.63%	14.25%
5 Year	15.13%	12.65%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	13.88%	11.59%
Sharp	0.55%	0.7%
Beta	0.93%	0.89%
Alpha	-1.09%	-0.22%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Pradeep Kesavan	Ashish Aggarwal
Total AUM	₹434274 Cr	₹9635 Cr
Funds Managed	43	7
	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	5.52	7.23
Small Cap	26.9	13.91
Mid Cap	24.12	7.81
Large Cap	43.47	71.05

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.26	5.39
Industrials	6.28	-
Consumer Cyclical	46.58	42.39
Basic Materials	7.98	1.52
Consumer Defensive	29	31.06
Communication Services	5.89	11.17
Financial Services	-	2.87
Healthcare	-	3.76
Real Estate	-	1.85