Tata India Consumer Fund vs SBI Consumption Opportunities Fund compare

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SBI Consumption Opportunities Fund - Regular - Growth

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Tata India Consumer 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	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)	₹3186 Cr	₹2457 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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
1 Month	-1.92%	1.09%
6 Month	0.8%	7.79%
1 Year	-6.53%	1.92%
3 Year	16.94%	19.15%
5 Year	26.33%	21.63%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
6 Month	2.09%	6.34%
1 Year	-5.07%	4.1%
3 Year	12.6%	17.89%
5 Year	17.76%	18.23%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
1 Year	17.57%	18.67%
3 Year	16.62%	16.91%
5 Year	14.92%	16.75%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	14.30%	15.42%
Sharp	0.95%	1.02%
Beta	0.88%	0.94%
Alpha	0.97%	2.52%

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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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
Others	4.65	2.97
Small Cap	26.67	32.89
Mid Cap	25.68	16.48
Large Cap	43	47.66

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Tata India Consumer Fund-Regular Plan-Growth
Others	4.65	2.76
Industrials	6.49	14
Consumer Cyclical	47.86	34.51
Basic Materials	7.38	2.46
Consumer Defensive	28.38	33.28
Communication Services	5.24	-
Healthcare	-	2.01
Financial Services	-	7.64
Real Estate	-	0.21
Technology	-	3.13