SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Tata India Consumer 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 Tata India Consumer Fund-Regular Plan-Growth
Fund SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2403 Cr ₹2101 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 05 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 57.26%
Expense Ratio 2.03 2.02
Manager Pradeep Kesavan Sonam Udasi
ISIN Code INF200K01VR6 INF277K010A2
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Month 3.3% 5.01%
6 Month 26.17% 25.9%
1 Year 41.16% 43.89%
3 Year 28.63% 22.45%
5 Year 26.06% 23.23%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 16.8% 15.62%
3 Year 44.99% 40.44%
5 Year 94.18% 73.95%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 25.14% 21.05%
3 Year 69.95% 54.86%
5 Year 97.32% 78.49%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 10.64% 12.98%
Sharp 1.64% 1.06%
Beta 0.63% 0.92%
Alpha 9.1% -0.37%

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Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
Name Pradeep Kesavan Sonam Udasi
Total AUM ₹434274 Cr ₹12959 Cr
Fund Manage 43 6
SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 2.9 7.9
Small Cap 41.18 28.97
Large Cap 32.1 50.06
Mid Cap 23.82 13.07

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 4.29 2.69
Household Products 4.4 -
Consumer Durables 23.43 -
Food Products 7.31 -
Diversified FMCG 5.79 -
Leisure Services 10.47 -
Retailing 7.33 -
Automobiles 8.97 -
Personal Products 8.04 -
Beverages 6.18 -
Telecom - Services 6.17 -
Cigarettes & Tobacco Products 0.05 -
Textiles & Apparels 7.57 -
Consumer Staples - 36.55
Automobile - 12.31
Services - 20.38
Materials - 5.12
Metals & Mining - 1.31
Consumer Discretionary - 11.93
Textiles - 1.23
Chemicals - 1.38
Capital Goods - 7.1

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