SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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) | ₹2940 Cr | ₹2375 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 28 Dec 2015 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 57.26% |
Expense Ratio | 1.98 | 2 |
Manager | Pradeep Kesavan | Sonam Udasi |
ISIN Code | INF200K01VR6 | INF277K010A2 |
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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Month | 4.1% | 4.86% |
6 Month | -10.6% | -7.42% |
1 Year | 10.51% | 13.73% |
3 Year | 16.94% | 17.34% |
5 Year | 28.24% | 22.98% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | -0.31% | -0.98% |
1 Year | -5.15% | -3.27% |
3 Year | 15.95% | 18.25% |
5 Year | 20.93% | 18.61% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 18.13% | 19.88% |
3 Year | 16.55% | 16.83% |
5 Year | 14.76% | 16.34% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.843% | 16.229% |
Sharp | 0.668% | 0.596% |
Beta | 0.901% | 0.973% |
Alpha | 3.908% | 3.16% |
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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 |
Funds Managed | 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 | 4.25 | 8.52 |
Small Cap | 35.34 | 28.63 |
Mid Cap | 26.15 | 16.55 |
Large Cap | 34.26 | 46.31 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 4.25 | 8.14 |
Industrials | 6.74 | 12.66 |
Consumer Cyclical | 51.24 | 34.96 |
Consumer Defensive | 29.22 | 32.59 |
Communication Services | 5.09 | - |
Basic Materials | 3.46 | 3.06 |
Healthcare | - | 0 |
Financial Services | - | 3.44 |
Technology | - | 5.15 |
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