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Tata India Consumer Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3175 Cr | ₹2518 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 57.26% |
| Expense Ratio | 1.98 | 2 |
| Manager | Pradeep Kesavan | Sonam Udasi |
| ISIN Code | INF200K01VR6 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 5.35% | 3.7% |
| 6 Month | 13.12% | 17.52% |
| 1 Year | -8.83% | -3.72% |
| 3 Year | 15.67% | 17.2% |
| 5 Year | 24.84% | 20.47% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.53% | 6.55% |
| 1 Year | 6.49% | 13.17% |
| 3 Year | 13.91% | 18.62% |
| 5 Year | 17.75% | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.24% | 18.01% |
| 3 Year | 16.71% | 17.1% |
| 5 Year | 15.02% | 16.99% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.82% | 14.00% |
| Sharp | 0.67% | 0.74% |
| Beta | 0.88% | 0.85% |
| Alpha | 2.28% | 3.61% |
Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sonam Udasi |
| Total AUM | ₹434274 Cr | ₹12959 Cr |
| Funds Managed | 43 | 6 |
| SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.64 | 4.36 |
| Small Cap | 27.99 | 33.6 |
| Mid Cap | 24.69 | 15.18 |
| Large Cap | 44.67 | 46.86 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.27 | 3.84 |
| Industrials | 5.67 | 11.97 |
| Consumer Cyclical | 46.75 | 34.42 |
| Basic Materials | 8.13 | 2.38 |
| Consumer Defensive | 31.14 | 31.9 |
| Communication Services | 6.05 | - |
| Healthcare | - | 4.17 |
| Financial Services | - | 7.93 |
| Real Estate | - | 0 |
| Technology | - | 3.39 |
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