Tata India Consumer Fund vs SBI Consumption Opportunities 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 | -9.46% | -8.44% |
3 Year | 14.15% | 15.53% |
5 Year | 20.35% | 17.35% |
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% |
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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 |
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