Tata India Consumer Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Tata India Consumer 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 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 Very High
Asset Size (Cr) ₹3015 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 57.26%
Expense Ratio 1.97 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 -5.41% -7.32%
6 Month -2.43% 0.54%
1 Year 14.35% 15.95%
3 Year 18.31% 17.01%
5 Year 20.66% 18.61%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 5.74% 11.82%
3 Year 20.24% 23.1%
5 Year 24.09% 21.91%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
1 Year 17.93% 19.26%
3 Year 16.4% 16.34%
5 Year 14.66% 15.94%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 10.64% 12.98%
Sharp 1.64% 1.06%
Beta 0.63% 0.92%
Alpha 9.1% -0.37%

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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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