UTI India Consumer Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3219 Cr | ₹738 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 17% |
| Expense Ratio | 1.98 | 2.44 |
| Manager | Pradeep Kesavan | Vishal Chopda |
| ISIN Code | INF200K01VR6 | INF789F01CE6 |
| 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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.9% | -1.28% |
| 6 Month | 1.62% | 5.17% |
| 1 Year | -7.06% | 2.42% |
| 3 Year | 13.61% | 14.26% |
| 5 Year | 18.68% | 13.93% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.95% | -0.47% |
| 1 Year | 0.41% | 8.68% |
| 3 Year | 8.54% | 12.37% |
| 5 Year | 13.75% | 12.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.33% | 11.27% |
| 3 Year | 16.51% | 12.11% |
| 5 Year | 15.3% | 12.28% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.64% | 12.1% |
| Sharp | 0.58% | 0.62% |
| Beta | 0.89% | 0.97% |
| Alpha | -2.48% | -2.83% |
Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Vishal Chopda |
| Total AUM | ₹434274 Cr | ₹6487 Cr |
| Funds Managed | 43 | 3 |
| SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.19 | 7.39 |
| Small Cap | 19.6 | 8.95 |
| Mid Cap | 23.39 | 11.44 |
| Large Cap | 51.81 | 72.22 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.26 | 2.58 |
| Industrials | 6.67 | 6.81 |
| Consumer Cyclical | 44.24 | 43.01 |
| Basic Materials | 8.67 | 3.53 |
| Consumer Defensive | 28.64 | 20.43 |
| Technology | 1.55 | 2.2 |
| Communication Services | 6.46 | 10.91 |
| Financial Services | 1.5 | 5.17 |
| Real Estate | - | 2.21 |
| Healthcare | - | 3.14 |
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