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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 | 2.19 | 1.98 |
NAV | ₹93.80 | ₹300.58 |
Fund Started | 20 Mar 2006 | 01 Jan 2013 |
Fund Size | ₹1445.25 Cr | ₹3028.16 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
2.19
1.98
NAV
₹93.80
₹300.58
Fund Started
20 Mar 2006
01 Jan 2013
Fund Size
₹1445.25 Cr
₹3028.16 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 | 12.23% | 6.11% |
3 Year | 20.14% | 17.11% |
5 Year | 22.80% | 28.75% |
1 Year
12.23%
6.11%
3 Year
20.14%
17.11%
5 Year
22.80%
28.75%
Holding Analysis
Equity | 94.56% | 95.32% |
Cash | 5.44% | 4.57% |
Equity
94.56%
95.32%
Cash
5.44%
4.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 11.27% |
ITC Ltd. | 8.48% |
Mahindra & Mahindra Ltd. | 7.21% |
Hindustan Unilever Ltd. | 5.47% |
Titan Company Ltd. | 4.99% |
Maruti Suzuki India Ltd. | 4.66% |
United Spirits Ltd. | 4.40% |
Eternal Ltd. | 4.19% |
Apollo Hospitals Enterprise Ltd. | 3.62% |
Safari Industries (India) Ltd. | 3.36% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.49% |
Ganesha Ecosphere Ltd. | 5.41% |
Jubilant FoodWorks Ltd. | 4.89% |
Britannia Industries Ltd. | 4.15% |
United Breweries Ltd. | 4.05% |
Berger Paints India Ltd. | 4.05% |
Hindustan Unilever Ltd. | 3.70% |
Maruti Suzuki India Ltd. | 3.57% |
ITC Ltd. | 3.46% |
Page Industries Ltd. | 2.97% |
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