SBI Consumption Opportunities Fund vs Kotak Consumption Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

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) ₹0 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 2.24 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 -7.05% -9.22%
6 Month 14.13% 9.74%
1 Year 29.55% 25.5%
3 Year - 18.84%
5 Year - 21.46%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year - 24.08%
3 Year - 25.67%
5 Year - 27.12%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.51
Small Cap 27.35 36.85
Large Cap 44.65 32.68
Mid Cap 26.46 27.62

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 1.54 3.51
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 - 4.1
Consumer Durables - 21.58
Food Products - 6.98
Retailing - 11.7
Diversified FMCG - 6.7
Leisure Services - 9.23
Automobiles - 9.5
Personal Products - 5.96
Beverages - 7.16
Telecom - Services - 5.72
Textiles & Apparels - 8.52

Top Comparisons

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns9.9%

VS

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.51%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns4.67%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns9.23%

Compare Now

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns17.72%

VS

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns13.74%

Compare Now

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns10.61%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully