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)	₹3175 Cr	₹1599 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	5.53%	4.83%
6 Month	13.31%	17.99%
1 Year	-8.64%	-2.11%
3 Year	16.11%	16.7%
5 Year	24.27%	19.59%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	4.53%	6.03%
1 Year	6.49%	13.28%
3 Year	13.91%	17.31%
5 Year	17.75%	17.37%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	17.24%	13.68%
3 Year	16.71%	13.98%
5 Year	15.02%	12.59%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	13.82%	11.59%
Sharp	0.67%	0.75%
Beta	0.88%	0.88%
Alpha	2.28%	0.71%

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	5.52	7.23
Small Cap	26.9	13.91
Mid Cap	24.12	7.81
Large Cap	43.47	71.05

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.26	5.39
Industrials	6.28	-
Consumer Cyclical	46.58	42.39
Basic Materials	7.98	1.52
Consumer Defensive	29	31.06
Communication Services	5.89	11.17
Financial Services	-	2.87
Healthcare	-	3.76
Real Estate	-	1.85