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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 Risk | Very High Risk |
| 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 | -4.96% | -6.8% |
| 6 Month | -10.33% | -14.22% |
| 1 Year | 14.65% | 6.35% |
| 3 Year | - | 17.1% |
| 5 Year | - | 18.48% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.44% | -11.3% |
| 3 Year | - | 13.54% |
| 5 Year | - | 20.23% |
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 | - | 13.73% |
| Sharp | - | 0.869% |
| Beta | - | 0.859% |
| Alpha | - | 5.032% |
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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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