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Compare Sundaram 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 | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.18 | 1.98 |
NAV | ₹96.43 | ₹305.34 |
Fund Started | 20 Mar 2006 | 01 Jan 2013 |
Fund Size | ₹1548.26 Cr | ₹3051.86 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.18
1.98
NAV
₹96.43
₹305.34
Fund Started
20 Mar 2006
01 Jan 2013
Fund Size
₹1548.26 Cr
₹3051.86 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | 8.30% | 0.30% |
3 Year | 22.90% | 21.34% |
5 Year | 21.21% | 26.64% |
1 Year
8.30%
0.30%
3 Year
22.90%
21.34%
5 Year
21.21%
26.64%
Holding Analysis
Equity | 94.97% | 94.83% |
Cash | 5.03% | 5.07% |
Equity
94.97%
94.83%
Cash
5.03%
5.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.47% |
ITC Ltd. | 8.08% |
Mahindra & Mahindra Ltd. | 7.51% |
Hindustan Unilever Ltd. | 6.68% |
Titan Company Ltd. | 4.88% |
Maruti Suzuki India Ltd. | 4.66% |
Eternal Ltd. | 4.62% |
United Spirits Ltd. | 4.45% |
Apollo Hospitals Enterprise Ltd. | 3.51% |
Safari Industries (India) Ltd. | 3.36% |
Name | Assets |
|---|---|
ITC Ltd. | 5.43% |
Bharti Airtel Ltd. | 5.05% |
Jubilant FoodWorks Ltd. | 4.59% |
Ganesha Ecosphere Ltd. | 4.56% |
Maruti Suzuki India Ltd. | 4.44% |
Britannia Industries Ltd. | 4.41% |
Berger Paints India Ltd. | 4.38% |
Hindustan Unilever Ltd. | 4.04% |
United Breweries Ltd. | 3.81% |
Colgate-Palmolive (India) Ltd. | 3.42% |
Fund Manager
Name | Ratish Varier | Saurabh Pant |
Start Date | 01 Jan 2022 | 01 Jan 2022 |
Name
Ratish Varier
Saurabh Pant
Start Date
01 Jan 2022
01 Jan 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India. | 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 | 20 Mar 2006 | 01 Jan 2013 |
Description
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
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
20 Mar 2006
01 Jan 2013