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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) ₹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 5.98% 3.9%
6 Month -17.5% -17.15%
1 Year 8.71% 8.17%
3 Year 17.14% 17%
5 Year 28.4% 23.14%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Tata India Consumer Fund-Regular Plan-Growth
6 Month -8.46% -9.13%
1 Year -13.36% -11.79%
3 Year 13.47% 15.09%
5 Year 19.9% 17.08%

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 14.843% 16.229%
Sharp 0.668% 0.596%
Beta 0.901% 0.973%
Alpha 3.908% 3.16%

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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
Funds Managed 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 4.25 8.52
Small Cap 35.34 28.63
Mid Cap 26.15 16.55
Large Cap 34.26 46.31

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Tata India Consumer Fund-Regular Plan-Growth

Others 4.25 8.14
Industrials 6.74 12.66
Consumer Cyclical 51.24 34.96
Consumer Defensive 29.22 32.59
Communication Services 5.09 -
Basic Materials 3.46 3.06
Healthcare - 0
Financial Services - 3.44
Technology - 5.15

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