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Compare Tata India Consumer 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 | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.03 | 1.98 |
NAV | ₹41.58 | ₹300.58 |
Fund Started | 04 Dec 2015 | 01 Jan 2013 |
Fund Size | ₹2324.86 Cr | ₹3028.16 Cr |
Exit Load | Exit load of 0.25% if redeemed within 30 days. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.03
1.98
NAV
₹41.58
₹300.58
Fund Started
04 Dec 2015
01 Jan 2013
Fund Size
₹2324.86 Cr
₹3028.16 Cr
Exit Load
Exit load of 0.25% if redeemed within 30 days.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | 8.68% | 6.11% |
3 Year | 18.95% | 17.11% |
5 Year | 23.08% | 28.75% |
1 Year
8.68%
6.11%
3 Year
18.95%
17.11%
5 Year
23.08%
28.75%
Holding Analysis
Equity | 92.80% | 95.32% |
Cash | 7.20% | 4.57% |
Equity
92.80%
95.32%
Cash
7.20%
4.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ITC Ltd. | 9.37% |
Eternal Ltd. | 7.91% |
Radico Khaitan Ltd. | 6.67% |
Trent Ltd. | 5.86% |
Tata Consumer Products Ltd. | 4.36% |
Nestle India Ltd. | 4.13% |
DOMS Industries Ltd. | 4.10% |
Bikaji Foods International Ltd. | 3.84% |
Havells India Ltd. | 3.63% |
Titan Company Ltd. | 3.62% |
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 | Sonam Udasi | Saurabh Pant |
Start Date | 01 Apr 2016 | 01 Jan 2022 |
Name
Sonam Udasi
Saurabh Pant
Start Date
01 Apr 2016
01 Jan 2022
About Fund
Description | The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors 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 | 04 Dec 2015 | 01 Jan 2013 |
Description
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors 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
04 Dec 2015
01 Jan 2013