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Compare Union 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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | - | 1.97 |
NAV | ₹10.00 | ₹304.38 |
Fund Started | 01 Dec 2025 | 01 Jan 2013 |
Fund Size | - | ₹3259.42 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 Year. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
-
1.97
NAV
₹10.00
₹304.38
Fund Started
01 Dec 2025
01 Jan 2013
Fund Size
-
₹3259.42 Cr
Exit Load
Exit load of 1%, if redeemed within 1 Year.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | - | -8.29% |
3 Year | - | 12.81% |
5 Year | - | 19.31% |
1 Year
-
-8.29%
3 Year
-
12.81%
5 Year
-
19.31%
Holding Analysis
Equity | 0.00% | 99.21% |
Cash | 0.00% | 0.70% |
Equity
0.00%
99.21%
Cash
0.00%
0.70%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.24% |
Mahindra & Mahindra Ltd. | 4.87% |
Hindustan Unilever Ltd. | 4.55% |
Jubilant FoodWorks Ltd. | 4.38% |
Britannia Industries Ltd. | 4.12% |
Asian Paints Ltd. | 3.92% |
Berger Paints India Ltd. | 3.91% |
Maruti Suzuki India Ltd. | 3.78% |
United Breweries Ltd. | 3.75% |
Eicher Motors Ltd. | 3.68% |
Fund Manager
Name | Vinod Malviya | Saurabh Pant |
Start Date | 01 Dec 2025 | 01 Jan 2022 |
Name
Vinod Malviya
Saurabh Pant
Start Date
01 Dec 2025
01 Jan 2022
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand. | 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 | 01 Dec 2025 | 01 Jan 2013 |
Description
The scheme seeks to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand.
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
01 Dec 2025
01 Jan 2013