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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) | ₹3219 Cr | ₹2685 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 | -1.54% | -1.94% |
| 6 Month | 0.97% | 5.42% |
| 1 Year | -7.95% | -3.19% |
| 3 Year | 13.43% | 17.87% |
| 5 Year | 18.95% | 17.11% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.32% | 0.01% |
| 1 Year | 1.64% | 9.62% |
| 3 Year | 8.5% | 14.22% |
| 5 Year | 13.55% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.46% | 16.48% |
| 3 Year | 16.53% | 17.32% |
| 5 Year | 15.25% | 17.27% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.64% | 14.10% |
| Sharp | 0.58% | 0.79% |
| Beta | 0.89% | 0.92% |
| Alpha | -2.48% | 3.24% |
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 | 4.66 | 9.82 |
| Small Cap | 22.74 | 31.5 |
| Mid Cap | 23.56 | 12.51 |
| Large Cap | 49.04 | 46.17 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.6 | 6.3 |
| Industrials | 6.74 | 10.97 |
| Consumer Cyclical | 44.65 | 33.01 |
| Basic Materials | 7.83 | 2.02 |
| Consumer Defensive | 29.64 | 32.39 |
| Technology | 1.81 | 5.49 |
| Communication Services | 6.24 | - |
| Financial Services | 1.48 | 6.94 |
| Healthcare | - | 2.88 |
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