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

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 2.84% 1.47%
6 Month 6.84% 8.14%
1 Year 24.57% 22.84%
3 Year 21.96% 20.75%
5 Year 23.15% 18.12%

SIP Return Analysis

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 18.73% 18.08%
3 Year 24.72% 23.28%
5 Year 26.74% 21.71%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.94%
Beta 0.63% 0.88%
Alpha 9.1% 2.35%

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Fund Managers

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)

Market Cap

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

Sector Allocation

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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