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) | ₹3186 Cr | ₹711 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 | -2% | -2.1% |
6 Month | 0.26% | 3.1% |
1 Year | -6.85% | -4.91% |
3 Year | 16.43% | 12.83% |
5 Year | 26.36% | 17.16% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.09% | 3.6% |
1 Year | -5.07% | -0.51% |
3 Year | 12.6% | 13.15% |
5 Year | 17.76% | 13.73% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.30% | 15.17% |
Sharp | 0.95% | 0.76% |
Beta | 0.88% | 0.95% |
Alpha | 0.97% | -2.04% |
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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 | 4.65 | 4.92 |
Small Cap | 26.67 | 11.48 |
Mid Cap | 25.68 | 9.64 |
Large Cap | 43 | 73.96 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.65 | 2.17 |
Industrials | 6.49 | 7.01 |
Consumer Cyclical | 47.86 | 43.04 |
Basic Materials | 7.38 | 0.58 |
Consumer Defensive | 28.38 | 25.66 |
Communication Services | 5.24 | 11.43 |
Financial Services | - | 5.01 |
Real Estate | - | 2.07 |
Healthcare | - | 3.03 |
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