UTI 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 UTI India Consumer Fund - Regular Plan - Growth Option

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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 UTI India Consumer Fund - Regular Plan - Growth Option
Fund SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2403 Cr ₹661 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 30 Jul 2007
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 17%
Expense Ratio 2.03 2.46
Manager Pradeep Kesavan Vishal Chopda
ISIN Code INF200K01VR6 INF789F01CE6
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 3.3% 3.58%
6 Month 26.17% 25.87%
1 Year 41.16% 44.06%
3 Year 28.63% 18.54%
5 Year 26.06% 20.59%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.8% 19.33%
3 Year 44.99% 36.52%
5 Year 94.18% 64.16%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 25.14% 18.49%
3 Year 69.95% 46.15%
5 Year 97.32% 66.92%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 10.64% 12.1%
Sharp 1.64% 0.92%
Beta 0.63% 0.87%
Alpha 9.1% -2.41%

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Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Vishal Chopda
Total AUM ₹434274 Cr ₹6487 Cr
Fund Manage 43 3
SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 2.9 5.31
Small Cap 41.18 9.51
Large Cap 32.1 64.49
Mid Cap 23.82 20.69

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.29 1.2
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 -
Financial - 3.75
Materials - 4.42
Consumer Staples - 24.18
Automobile - 18.32
Healthcare - 1.11
Capital Goods - 3.33
Services - 19.17
Construction - 2.62
Consumer Discretionary - 11.79
Textiles - 2.33
Communication - 6.76
Insurance - 1.02

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