Kotak Consumption Fund vs SBI Consumption Opportunities Fund compare
Kotak Consumption Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1231 Cr | ₹2940 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 01 Jan 2013 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 42% |
Expense Ratio | 2.12 | 1.98 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174KA1PM5 | INF200K01VR6 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Month | 4.46% | 5.98% |
6 Month | -16.35% | -17.5% |
1 Year | 15.23% | 8.71% |
3 Year | - | 17.14% |
5 Year | - | 28.4% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | -6.71% | -8.46% |
1 Year | -7.58% | -13.36% |
3 Year | - | 13.47% |
5 Year | - | 19.9% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 28.26% | 18.13% |
3 Year | - | 16.55% |
5 Year | - | 14.76% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | - | 14.843% |
Sharp | - | 0.668% |
Beta | - | 0.901% |
Alpha | - | 3.908% |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 3.37 | 4.25 |
Small Cap | 29.06 | 35.34 |
Large Cap | 60.18 | 34.26 |
Mid Cap | 7.38 | 26.15 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 2.03 | 4.25 |
Basic Materials | 1.72 | 3.46 |
Consumer Cyclical | 38.7 | 51.24 |
Technology | 0 | - |
Industrials | 7.04 | 6.74 |
Consumer Defensive | 28.95 | 29.22 |
Communication Services | 12.25 | 5.09 |
Healthcare | 9.04 | - |
Real Estate | 0.28 | - |
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