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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) ₹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 6.91% 8.28%
6 Month -9.62% -11.93%
1 Year 16.84% 10.54%
3 Year - 16.33%
5 Year - 27.74%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month -4.38% -3.44%
1 Year -9.77% -10.98%
3 Year - 13.76%
5 Year - 19.52%

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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