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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) | ₹3180 Cr | ₹2531 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 | 2.73% | 4.19% |
| 6 Month | 4.04% | 10.49% |
| 1 Year | -3.45% | 3.85% |
| 3 Year | 14.59% | 18.75% |
| 5 Year | 24.75% | 21.05% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.44% | 3.83% |
| 1 Year | 4.87% | 13.85% |
| 3 Year | 11.86% | 17.67% |
| 5 Year | 16.15% | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.89% | 17.35% |
| 3 Year | 16.63% | 17.26% |
| 5 Year | 15.13% | 17.15% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.88% | 14.06% |
| Sharp | 0.55% | 0.70% |
| Beta | 0.93% | 0.88% |
| Alpha | -1.09% | 1.61% |
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 | 5.95 | 5.7 |
| Small Cap | 24.46 | 31.48 |
| Mid Cap | 24.04 | 14.61 |
| Large Cap | 45.55 | 48.21 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.68 | 5.2 |
| Industrials | 6.78 | 12.85 |
| Consumer Cyclical | 46.53 | 35.05 |
| Basic Materials | 7.57 | 2.25 |
| Consumer Defensive | 28.6 | 31.71 |
| Communication Services | 5.85 | - |
| Healthcare | - | 2.95 |
| Financial Services | - | 7.54 |
| Technology | - | 2.44 |
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