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Compare SBI Consumption Opportunities Fund vs Nippon India Consumption Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.97 | 1.94 |
NAV | ₹313.00 | ₹202.87 |
Fund Started | 01 Jan 2013 | 16 Sep 2004 |
Fund Size | ₹3180.37 Cr | ₹2801.87 Cr |
Exit Load | Exit load of 0.10% if redeemed within 30 days. | Exit load of 1% if redeemed within 1 month. |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.97
1.94
NAV
₹313.00
₹202.87
Fund Started
01 Jan 2013
16 Sep 2004
Fund Size
₹3180.37 Cr
₹2801.87 Cr
Exit Load
Exit load of 0.10% if redeemed within 30 days.
Exit load of 1% if redeemed within 1 month.
Returns
1 Year | -4.26% | 3.11% |
3 Year | 14.08% | 15.30% |
5 Year | 24.61% | 23.79% |
1 Year
-4.26%
3.11%
3 Year
14.08%
15.30%
5 Year
24.61%
23.79%
Holding Analysis
Equity | 95.85% | 96.86% |
Cash | 4.06% | 3.12% |
Equity
95.85%
96.86%
Cash
4.06%
3.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 9.28% |
ITC Ltd. | 7.29% |
Maruti Suzuki India Ltd. | 6.95% |
Hindustan Unilever Ltd. | 6.56% |
Bharti Airtel Ltd. | 5.80% |
Avenue Supermarts Ltd. | 4.23% |
Eternal Ltd. | 4.22% |
Interglobe Aviation Ltd. | 3.36% |
Eicher Motors Ltd. | 3.25% |
Asian Paints Ltd. | 3.12% |
Fund Manager
Name | Saurabh Pant | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
Name
Saurabh Pant
Akshay Sharma
Start Date
01 Jan 2022
01 Dec 2022
About Fund
Description | 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. | The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. |
Launch Date | 01 Jan 2013 | 16 Sep 2004 |
Description
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.
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Launch Date
01 Jan 2013
16 Sep 2004