UTI India Consumer Fund vs SBI Consumption Opportunities Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

Invest Now

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) ₹3015 Cr ₹709 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 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 1.97 2.45
Manager Pradeep Kesavan Vishal Chopda
ISIN Code INF200K01VR6 INF789F01CE6
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 UTI India Consumer Fund - Growth charges 1.0% 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 UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 2.84% 1.33%
6 Month 6.84% 0.72%
1 Year 24.57% 22.52%
3 Year 21.96% 13.53%
5 Year 23.15% 16.22%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.73% 11.78%
3 Year 24.72% 18.86%
5 Year 26.74% 18.17%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 17.93% 12.03%
3 Year 16.4% 11.74%
5 Year 14.66% 11.74%

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% 0.52%
Beta 0.63% 0.94%
Alpha 9.1% -3.9%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.39 4.62
Small Cap 38.63 12.03
Mid Cap 26.89 17.67
Large Cap 30.09 65.68

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.39 4.62
Household Products 4.12 -
Consumer Durables 21.78 13.97
Food Products 7.07 3.63
Retailing 10.99 15.74
Diversified FMCG 6.6 8.23
Automobiles 8.2 15.17
Leisure Services 9.19 2.82
Personal Products 6.02 5.47
Beverages 6.53 4.16
Telecom - Services 5.58 6.75
Textiles & Apparels 9.53 2.17
Industrial Products - 3.12
Banks - 2.68
Healthcare Services - 2.03
Agricultural Food & other Products - 2.32
Realty - 1.98
Finance - 1.42
Financial Technology (Fintech) - 0.78
Entertainment - 1.5
Insurance - 1.44

Top Comparisons

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.34%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.34%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.89%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.86%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns20.08%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns16.49%

VS

Canara Robeco Emerging Equities - Regular Plan - Growth Option Canara Robeco Emerging Equities - Regular Plan - Growth Option

3Y Returns16.28%

Compare Now
Request call back
Add to Cart Successfully