Kotak Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1071 Cr ₹3015 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 42%
Expense Ratio 2.16 1.97
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1PM5 INF200K01VR6
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 2.62% 2.84%
6 Month 8.03% 6.84%
1 Year 29.71% 24.57%
3 Year - 21.96%
5 Year - 23.15%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year 23.21% 18.73%
3 Year - 24.72%
5 Year - 26.74%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year - 17.93%
3 Year - 16.4%
5 Year - 14.66%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 10.64%
Sharp - 1.64%
Beta - 0.63%
Alpha - 9.1%

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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
Fund Manage 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 1.54 4.39
Small Cap 27.35 38.63
Large Cap 44.65 30.09
Mid Cap 26.46 26.89

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 1.54 4.39
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
Household Products - 4.12
Consumer Durables - 21.78
Food Products - 7.07
Retailing - 10.99
Diversified FMCG - 6.6
Automobiles - 8.2
Leisure Services - 9.19
Personal Products - 6.02
Beverages - 6.53
Telecom - Services - 5.58
Textiles & Apparels - 9.53

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