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Compare Axis Consumption Fund vs SBI Consumption Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.89 | 1.97 |
NAV | ₹9.77 | ₹308.98 |
Fund Started | 23 Aug 2024 | 01 Jan 2013 |
Fund Size | ₹3879.58 Cr | ₹3259.42 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 Days. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.89
1.97
NAV
₹9.77
₹308.98
Fund Started
23 Aug 2024
01 Jan 2013
Fund Size
₹3879.58 Cr
₹3259.42 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 Days.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | 4.60% | -1.56% |
3 Year | - | 14.63% |
5 Year | - | 22.26% |
1 Year
4.60%
-1.56%
3 Year
-
14.63%
5 Year
-
22.26%
Holding Analysis
Equity | 99.78% | 99.21% |
Cash | 0.04% | 0.70% |
Equity
99.78%
99.21%
Cash
0.04%
0.70%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.43% |
Mahindra & Mahindra Ltd. | 7.35% |
Eternal Ltd. | 6.80% |
Hindustan Unilever Ltd. | 6.01% |
Maruti Suzuki India Ltd. | 5.93% |
ITC Ltd. | 4.34% |
Titan Company Ltd. | 4.26% |
TVS Motor Company Ltd. | 3.12% |
Interglobe Aviation Ltd. | 3.07% |
Trent Ltd. | 2.57% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.24% |
Mahindra & Mahindra Ltd. | 4.87% |
Hindustan Unilever Ltd. | 4.55% |
Jubilant FoodWorks Ltd. | 4.38% |
Britannia Industries Ltd. | 4.12% |
Asian Paints Ltd. | 3.92% |
Berger Paints India Ltd. | 3.91% |
Maruti Suzuki India Ltd. | 3.78% |
United Breweries Ltd. | 3.75% |
Eicher Motors Ltd. | 3.68% |
Fund Manager
Name | Shreyash Devalkar | Saurabh Pant |
Start Date | 21 Nov 2025 | 01 Jan 2022 |
Name
Shreyash Devalkar
Saurabh Pant
Start Date
21 Nov 2025
01 Jan 2022
About Fund
Description | The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space. |
Launch Date | 23 Aug 2024 | 01 Jan 2013 |
Description
The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Launch Date
23 Aug 2024
01 Jan 2013