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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 | 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 | 8.28% | 8.72% |
| 6 Month | -11.93% | -8.97% |
| 1 Year | 10.54% | 13.19% |
| 3 Year | 16.33% | 17.11% |
| 5 Year | 27.74% | 22.16% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.31% | -0.98% |
| 1 Year | -5.15% | -3.27% |
| 3 Year | 15.95% | 18.25% |
| 5 Year | 20.93% | 18.61% |
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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