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

Link copied to clipboard!

SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

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

Invest Now

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)	₹3259 Cr	₹1643 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	-1.81%	-2.03%
6 Month	0.2%	2.46%
1 Year	-6.81%	-0.35%
3 Year	13.25%	15.19%
5 Year	20.22%	16.47%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-1.75%	-0.2%
1 Year	0.04%	6.79%
3 Year	8.51%	13.01%
5 Year	13.67%	14.76%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	16.46%	13.34%
3 Year	16.53%	14.68%
5 Year	15.25%	12.77%

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	0.58%	0.74%
Beta	0.89%	0.89%
Alpha	-2.48%	-0.5%

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	4.66	5.01
Small Cap	22.74	14.29
Mid Cap	23.56	8.97
Large Cap	49.04	71.73

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	1.6	3.17
Industrials	6.74	-
Consumer Cyclical	44.65	43.73
Basic Materials	7.83	1.47
Consumer Defensive	29.64	30.77
Technology	1.81	0.02
Communication Services	6.24	11.96
Financial Services	1.48	3.06
Healthcare	-	3.69
Real Estate	-	2.12