SBI Consumption Opportunities Fund vs UTI India Consumer Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2940 Cr | ₹675 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 17% |
Expense Ratio | 1.98 | 2.44 |
Manager | Pradeep Kesavan | Vishal Chopda |
ISIN Code | INF200K01VR6 | INF789F01CE6 |
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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -6.8% | -3.97% |
6 Month | -14.22% | -13.3% |
1 Year | 6.35% | 7.58% |
3 Year | 17.1% | 11.52% |
5 Year | 18.48% | 12.98% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -11.3% | -10.48% |
3 Year | 13.54% | 11.6% |
5 Year | 20.23% | 13.79% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.13% | 12.3% |
3 Year | 16.55% | 11.78% |
5 Year | 14.76% | 11.87% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.73% | 14.623% |
Sharp | 0.869% | 0.437% |
Beta | 0.859% | 0.916% |
Alpha | 5.032% | -0.985% |
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Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Vishal Chopda |
Total AUM | ₹434274 Cr | ₹6487 Cr |
Fund Manage | 43 | 3 |
SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.39 | 4.62 |
Small Cap | 38.63 | 12.03 |
Mid Cap | 26.89 | 17.67 |
Large Cap | 30.09 | 65.68 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.39 | 4.62 |
Household Products | 4.12 | - |
Consumer Durables | 21.78 | 13.97 |
Food Products | 7.07 | 3.63 |
Retailing | 10.99 | 15.74 |
Diversified FMCG | 6.6 | 8.23 |
Automobiles | 8.2 | 15.17 |
Leisure Services | 9.19 | 2.82 |
Personal Products | 6.02 | 5.47 |
Beverages | 6.53 | 4.16 |
Telecom - Services | 5.58 | 6.75 |
Textiles & Apparels | 9.53 | 2.17 |
Industrial Products | - | 3.12 |
Banks | - | 2.68 |
Healthcare Services | - | 2.03 |
Agricultural Food & other Products | - | 2.32 |
Realty | - | 1.98 |
Finance | - | 1.42 |
Financial Technology (Fintech) | - | 0.78 |
Entertainment | - | 1.5 |
Insurance | - | 1.44 |
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