UTI India Consumer Fund vs SBI Consumption Opportunities Fund compare

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SBI Consumption Opportunities Fund - Regular - Growth

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UTI India Consumer Fund - Regular Plan - Growth Option

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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	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)	₹3175 Cr	₹717 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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	5.69%	5.91%
6 Month	13.81%	19.63%
1 Year	-8.33%	-5.12%
3 Year	16.18%	14.04%
5 Year	24.27%	17.52%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	4.53%	7.26%
1 Year	6.49%	14.96%
3 Year	13.91%	15.93%
5 Year	17.75%	14.85%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	17.24%	11.82%
3 Year	16.71%	11.96%
5 Year	15.02%	12.16%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	13.82%	14.12%
Sharp	0.67%	0.46%
Beta	0.88%	0.89%
Alpha	2.28%	-0.52%

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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	2.64	4.94
Small Cap	27.99	11.17
Mid Cap	24.69	9.71
Large Cap	44.67	74.18

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	2.27	1.47
Industrials	5.67	6.78
Consumer Cyclical	46.75	41.9
Basic Materials	8.13	3.32
Consumer Defensive	31.14	24.67
Communication Services	6.05	10.79
Financial Services	-	5.79
Real Estate	-	2
Healthcare	-	3.27