SBI Consumption Opportunities Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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SBI Consumption Opportunities Fund - Regular - Growth

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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)	₹3162 Cr	₹1584 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	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	42%	57%
Expense Ratio	1.98	2.19
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%	-5.07%
6 Month	-7.09%	-5.42%
1 Year	-6.62%	-1.66%
3 Year	12.86%	15.04%
5 Year	15.64%	13.39%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-5.19%	-5.58%
1 Year	-6.16%	-3.59%
3 Year	4.93%	8.32%
5 Year	11.47%	12.11%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	16.2%	13.23%
3 Year	16.5%	14.75%
5 Year	15.33%	12.82%

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	0.63%	0.76%
Beta	0.9%	0.91%
Alpha	-2.77%	-1.45%

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
Funds Managed	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	7.63	3.53
Large Cap	51.75	72.19
Small Cap	19.12	15.51
Mid Cap	21.5	8.77

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	2.29	1.29
Consumer Cyclical	46.81	46.69
Industrials	6.87	0.53
Basic Materials	8.45	1.68
Consumer Defensive	26.06	28.44
Technology	1.44	-
Communication Services	6.59	12.61
Financial Services	1.49	3.1
Healthcare	-	3.72
Real Estate	-	1.96