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

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

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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)	₹2403 Cr	₹1496 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	14 Jul 1999	12 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	2.03	2.2
Manager	Pradeep Kesavan	Ashish Aggarwal
ISIN Code	INF200K01VR6	INF903J01561
Exits Load	Exit load of 0.10% if redeemed within 30 days./365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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	-9.22%	-6.07%
6 Month	9.74%	11.57%
1 Year	25.5%	23.02%
3 Year	18.84%	16.21%
5 Year	21.46%	17.56%

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	24.08%	22.52%
3 Year	25.67%	24.15%
5 Year	27.12%	21.93%

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%	0.8%
Beta	0.63%	0.9%
Alpha	9.1%	0.45%

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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	3.51	6.97
Small Cap	36.85	16.51
Mid Cap	27.62	12.71
Large Cap	32.68	63.8

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.51	4.11
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	-
Materials	-	1.73
Services	-	9.75
Consumer Staples	-	33.3
Metals & Mining	-	0.8
Automobile	-	14.85
Financial	-	2.41
Consumer Discretionary	-	18.03
Communication	-	9.74
Healthcare	-	2.85
Construction	-	2.42