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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 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.18 | 1.98 |
NAV | ₹96.88 | ₹302.82 |
Fund Started | 20 Mar 2006 | 01 Jan 2013 |
Fund Size | ₹1576.40 Cr | ₹3134.57 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
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.18
1.98
NAV
₹96.88
₹302.82
Fund Started
20 Mar 2006
01 Jan 2013
Fund Size
₹1576.40 Cr
₹3134.57 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 | 0.57% | -6.60% |
3 Year | 15.92% | 15.53% |
5 Year | 19.28% | 24.59% |
1 Year
0.57%
-6.60%
3 Year
15.92%
15.53%
5 Year
19.28%
24.59%
Holding Analysis
Equity | 94.51% | 98.73% |
Cash | 5.49% | 1.18% |
Equity
94.51%
98.73%
Cash
5.49%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.59% |
ITC Ltd. | 8.06% |
Mahindra & Mahindra Ltd. | 7.94% |
Hindustan Unilever Ltd. | 7.04% |
Eternal Ltd. | 5.65% |
Titan Company Ltd. | 4.52% |
Maruti Suzuki India Ltd. | 4.04% |
Apollo Hospitals Enterprise Ltd. | 3.76% |
Kalyan Jewellers India Ltd. | 3.16% |
Bajaj Holdings & Investment Ltd. | 3.07% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.05% |
ITC Ltd. | 5.21% |
Britannia Industries Ltd. | 4.49% |
Jubilant FoodWorks Ltd. | 4.47% |
Ganesha Ecosphere Ltd. | 4.29% |
Berger Paints India Ltd. | 4.24% |
Mahindra & Mahindra Ltd. | 4.04% |
Hindustan Unilever Ltd. | 4.02% |
Asian Paints Ltd. | 3.89% |
United Breweries Ltd. | 3.65% |
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
