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Compare Bajaj Finserv 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 | 2.32 | 1.97 |
NAV | ₹9.78 | ₹309.00 |
Fund Started | 08 Nov 2024 | 01 Jan 2013 |
Fund Size | ₹639.76 Cr | ₹3180.37 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months. | 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
2.32
1.97
NAV
₹9.78
₹309.00
Fund Started
08 Nov 2024
01 Jan 2013
Fund Size
₹639.76 Cr
₹3180.37 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | - | -11.60% |
3 Year | - | 14.25% |
5 Year | - | 24.40% |
1 Year
-
-11.60%
3 Year
-
14.25%
5 Year
-
24.40%
Holding Analysis
Equity | 96.05% | 95.85% |
Cash | 3.65% | 4.06% |
Equity
96.05%
95.85%
Cash
3.65%
4.06%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 7.10% |
Eternal Ltd. | 6.19% |
Godrej Consumer Products Ltd. | 3.61% |
Hindustan Unilever Ltd. | 3.38% |
Radico Khaitan Ltd. | 2.71% |
Devyani International Ltd. | 2.64% |
Britannia Industries Ltd. | 2.54% |
Zydus Wellness Ltd. | 2.18% |
United Spirits Ltd. | 2.18% |
Asian Paints Ltd. | 2.16% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.85% |
Mahindra & Mahindra Ltd. | 5.33% |
Jubilant FoodWorks Ltd. | 4.63% |
Britannia Industries Ltd. | 4.33% |
Hindustan Unilever Ltd. | 3.95% |
United Breweries Ltd. | 3.85% |
Maruti Suzuki India Ltd. | 3.84% |
Berger Paints India Ltd. | 3.81% |
Eicher Motors Ltd. | 3.77% |
Asian Paints Ltd. | 3.76% |
Fund Manager
Name | Sorbh Gupta | Saurabh Pant |
Start Date | 28 Jul 2025 | 01 Jan 2022 |
Name
Sorbh Gupta
Saurabh Pant
Start Date
28 Jul 2025
01 Jan 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand. | 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 | 08 Nov 2024 | 01 Jan 2013 |
Description
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
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
08 Nov 2024
01 Jan 2013