Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Invest NowSundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Invest NowChart Comparison
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) | ₹2403 Cr | ₹1496 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Jul 1999 | 12 May 2006 |
Category | Consumption Theme | Consumption Theme |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 57% |
Expense Ratio | 2.03 | 2.2 |
Manager | Pradeep Kesavan | Ashish Aggarwal |
ISIN Code | INF200K01VR6 | INF903J01561 |
Exits Load | Exit load of 0.10% if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 3.3% | 0.05% |
6 Month | 26.17% | 26.46% |
1 Year | 41.16% | 36.63% |
3 Year | 28.63% | 19.39% |
5 Year | 26.06% | 20.49% |
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | - | - |
1 Year | 16.8% | 14.95% |
3 Year | 44.99% | 39.18% |
5 Year | 94.18% | 69.01% |
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 25.14% | 19.16% |
3 Year | 69.95% | 51.26% |
5 Year | 97.32% | 71.85% |
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 10.64% | 11.59% |
Sharp | 1.64% | 1.15% |
Beta | 0.63% | 0.87% |
Alpha | 9.1% | 1.97% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 43 | 7 |
SBI Consumption Opportunities Fund - Regular - Growth | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.9 | 6.97 |
Small Cap | 41.18 | 16.51 |
Large Cap | 32.1 | 63.8 |
Mid Cap | 23.82 | 12.71 |
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.29 | 4.11 |
Household Products | 4.4 | - |
Consumer Durables | 23.43 | - |
Food Products | 7.31 | - |
Diversified FMCG | 5.79 | - |
Leisure Services | 10.47 | - |
Retailing | 7.33 | - |
Automobiles | 8.97 | - |
Personal Products | 8.04 | - |
Beverages | 6.18 | - |
Telecom - Services | 6.17 | - |
Cigarettes & Tobacco Products | 0.05 | - |
Textiles & Apparels | 7.57 | - |
Materials | - | 1.73 |
Services | - | 9.75 |
Consumer Staples | - | 33.3 |
Metals & Mining | - | 0.8 |
Automobile | - | 14.85 |
Financial | - | 2.41 |
Consumer Discretionary | - | 18.03 |
Communication | - | 9.74 |
Healthcare | - | 2.85 |
Construction | - | 2.42 |
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