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 Moderately High Very High
Asset Size (Cr) ₹604 Cr ₹2403 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 14 Jul 1999
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 2.32 2.03
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1PM5 INF200K01VR6
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Month 5.22% 3.3%
6 Month 30.91% 26.17%
1 Year - 41.16%
3 Year - 28.63%
5 Year - 26.06%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year 14.27% 16.8%
3 Year 14.27% 44.99%
5 Year 14.27% 94.18%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 13.98% 25.14%
3 Year 13.98% 69.95%
5 Year 13.98% 97.32%

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 2.9
Small Cap 27.35 41.18
Large Cap 44.65 32.1
Mid Cap 26.46 23.82

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 1.54 4.29
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 - 4.4
Consumer Durables - 23.43
Food Products - 7.31
Diversified FMCG - 5.79
Leisure Services - 10.47
Retailing - 7.33
Automobiles - 8.97
Personal Products - 8.04
Beverages - 6.18
Telecom - Services - 6.17
Cigarettes & Tobacco Products - 0.05
Textiles & Apparels - 7.57

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