Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Consumption Opportunities Fund vs Tata India Consumer Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon Tata India Consumer 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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns22.2%

VS

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns15.58%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns7.31%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns10.15%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.45%

VS

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns6.79%

Compare Now
Add to Cart Successfully