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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 | Very High |
| 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 | 5.98% | 5.17% |
| 6 Month | -17.5% | -19.34% |
| 1 Year | 8.71% | 5.18% |
| 3 Year | 17.14% | 13.01% |
| 5 Year | 28.4% | 19.29% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -8.46% | -7.33% |
| 1 Year | -13.36% | -14.06% |
| 3 Year | 13.47% | 11.1% |
| 5 Year | 19.9% | 13.15% |
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 | 14.843% | 15.355% |
| Sharp | 0.668% | 0.317% |
| Beta | 0.901% | 0.933% |
| Alpha | 3.908% | -1.363% |
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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 |
| Funds Managed | 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 | 4.25 | 2.73 |
| Small Cap | 35.34 | 11 |
| Mid Cap | 26.15 | 12.5 |
| Large Cap | 34.26 | 73.77 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.25 | 2.17 |
| Industrials | 6.74 | 6.51 |
| Consumer Cyclical | 51.24 | 41.37 |
| Consumer Defensive | 29.22 | 26.65 |
| Communication Services | 5.09 | 11.44 |
| Basic Materials | 3.46 | 1.74 |
| Financial Services | - | 4.9 |
| Healthcare | - | 2.89 |
| Real Estate | - | 2.33 |
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