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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 | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.98 | 1.97 |
NAV | ₹306.47 | ₹195.97 |
Fund Started | 01 Jan 2013 | 16 Sep 2004 |
Fund Size | ₹3028.16 Cr | ₹2380.78 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
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.98
1.97
NAV
₹306.47
₹195.97
Fund Started
01 Jan 2013
16 Sep 2004
Fund Size
₹3028.16 Cr
₹2380.78 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 | 6.66% | 5.88% |
3 Year | 18.78% | 21.67% |
5 Year | 28.61% | 27.10% |
1 Year
6.66%
5.88%
3 Year
18.78%
21.67%
5 Year
28.61%
27.10%
Holding Analysis
Equity | 96.39% | 97.25% |
Cash | 3.51% | 2.73% |
Equity
96.39%
97.25%
Cash
3.51%
2.73%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.11% |
Maruti Suzuki India Ltd. | 5.06% |
Jubilant FoodWorks Ltd. | 5.05% |
Britannia Industries Ltd. | 4.38% |
Ganesha Ecosphere Ltd. | 4.33% |
Berger Paints India Ltd. | 4.22% |
United Breweries Ltd. | 4.19% |
Hindustan Unilever Ltd. | 4.06% |
ITC Ltd. | 3.87% |
Colgate-Palmolive (India) Ltd. | 3.63% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.87% |
Hindustan Unilever Ltd. | 6.57% |
Mahindra & Mahindra Ltd. | 6.09% |
ITC Ltd. | 5.31% |
Avenue Supermarts Ltd. | 4.67% |
Godrej Consumer Products Ltd. | 4.67% |
Berger Paints India Ltd. | 3.50% |
United Spirits Ltd. | 3.39% |
Havells India Ltd. | 3.30% |
United Breweries Ltd. | 3.25% |
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