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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2940 Cr ₹1518 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jan 2013 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 57%
Expense Ratio 1.98 2.19
Manager Pradeep Kesavan Ashish Aggarwal
ISIN Code INF200K01VR6 INF903J01561
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 Sundaram Consumption Fund - Growth charges 0.5% 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 Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 5.98% 3.31%
6 Month -17.5% -16.3%
1 Year 8.71% 9.26%
3 Year 17.14% 16.74%
5 Year 28.4% 22.77%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month -8.46% -7.49%
1 Year -13.36% -10.06%
3 Year 13.47% 13.89%
5 Year 19.9% 16.21%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 18.13% 14.14%
3 Year 16.55% 13.13%
5 Year 14.76% 12.36%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 14.843% 11.59%
Sharp 0.668% 0.62%
Beta 0.901% 0.91%
Alpha 3.908% 0.64%

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Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Pradeep Kesavan Ashish Aggarwal
Total AUM ₹434274 Cr ₹9635 Cr
Funds Managed 43 7
SBI Consumption Opportunities Fund - Regular - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.25 3.57
Small Cap 35.34 13.34
Mid Cap 26.15 8.47
Large Cap 34.26 74.62

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.25 3.57
Industrials 6.74 -
Consumer Cyclical 51.24 43.4
Consumer Defensive 29.22 32.21
Communication Services 5.09 12.27
Basic Materials 3.46 1.46
Financial Services - 2.64
Healthcare - 2.81
Real Estate - 1.64

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