SBI Consumption Opportunities Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
SBI Consumption Opportunities Fund - Regular - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3015 Cr | ₹1564 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Jan 2013 | 15 May 2006 |
| Category | Consumption Theme | Consumption Theme |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 57% |
| Expense Ratio | 1.97 | 2.18 |
| Manager | Pradeep Kesavan | Ashish Aggarwal |
| ISIN Code | INF200K01VR6 | INF903J01561 |
| Exits Load | 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 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | -5.41% | -4.73% |
| 6 Month | -2.43% | -1.92% |
| 1 Year | 14.35% | 13.25% |
| 3 Year | 18.31% | 16.69% |
| 5 Year | 20.66% | 15.94% |
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.74% | 8.22% |
| 3 Year | 20.24% | 19.83% |
| 5 Year | 24.09% | 19.65% |
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 17.93% | 13.81% |
| 3 Year | 16.4% | 12.91% |
| 5 Year | 14.66% | 12.23% |
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 10.64% | 11.59% |
| Sharp | 1.64% | 0.89% |
| Beta | 0.63% | 0.88% |
| Alpha | 9.1% | 2.42% |
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| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Name | Pradeep Kesavan | Ashish Aggarwal |
| Total AUM | ₹434274 Cr | ₹9635 Cr |
| Fund Manage | 43 | 7 |
| SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 4.39 | 5.13 |
| Small Cap | 38.63 | 13.18 |
| Mid Cap | 26.89 | 10.61 |
| Large Cap | 30.09 | 71.37 |
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 4.39 | 5.13 |
| Household Products | 4.12 | 1.38 |
| Consumer Durables | 21.78 | 17.56 |
| Food Products | 7.07 | 5.4 |
| Retailing | 10.99 | 11.96 |
| Diversified FMCG | 6.6 | 15.01 |
| Automobiles | 8.2 | 13.52 |
| Leisure Services | 9.19 | 2.58 |
| Personal Products | 6.02 | - |
| Beverages | 6.53 | 7.59 |
| Telecom - Services | 5.58 | 9.68 |
| Textiles & Apparels | 9.53 | - |
| Finance | - | 2.27 |
| Agricultural Food & other Products | - | 1.03 |
| Auto Components | - | 2.15 |
| Healthcare Services | - | 3.05 |
| Realty | - | 1.98 |
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