- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | 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 | -6.8% | -4.92% |
| 6 Month | -14.22% | -11.04% |
| 1 Year | 6.35% | 10.86% |
| 3 Year | 17.1% | 17.08% |
| 5 Year | 18.48% | 16.74% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -11.3% | -6.12% |
| 3 Year | 13.54% | 16.49% |
| 5 Year | 20.23% | 18.21% |
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 | 13.73% | 15.475% |
| Sharp | 0.869% | 0.743% |
| Beta | 0.859% | 0.955% |
| Alpha | 5.032% | 3.8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.39 | 9.1 |
| Small Cap | 38.63 | 31.92 |
| Mid Cap | 26.89 | 16.93 |
| Large Cap | 30.09 | 42.05 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.39 | 9.1 |
| Household Products | 4.12 | 6.31 |
| Consumer Durables | 21.78 | 18.42 |
| Food Products | 7.07 | 8.7 |
| Retailing | 10.99 | 14.09 |
| Diversified FMCG | 6.6 | 9.91 |
| Automobiles | 8.2 | 5.84 |
| Leisure Services | 9.19 | 3.72 |
| Personal Products | 6.02 | 0.63 |
| Beverages | 6.53 | 7.68 |
| Telecom - Services | 5.58 | - |
| Textiles & Apparels | 9.53 | 1.25 |
| Industrial Products | - | 2.66 |
| Capital Markets | - | 1.35 |
| Agricultural Food & other Products | - | 4 |
| Chemicals & Petrochemicals | - | 1.19 |
| Financial Technology (Fintech) | - | 1.65 |
| Auto Components | - | 0.94 |
| Industrial Manufacturing | - | 1.61 |
| Commercial Services & Supplies | - | 0.95 |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns19.65%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns21.93%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns16.17%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns14.5%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns13.38%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Nippon India Value Fund- Growth Plan
3Y Returns19.47%
