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Compare UTI 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 | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.43 | 1.97 |
NAV | ₹60.28 | ₹315.58 |
Fund Started | 02 Jul 2007 | 01 Jan 2013 |
Fund Size | ₹719.12 Cr | ₹3180.37 Cr |
Exit Load | Exit load of 1% if redeemed within 30 days. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.43
1.97
NAV
₹60.28
₹315.58
Fund Started
02 Jul 2007
01 Jan 2013
Fund Size
₹719.12 Cr
₹3180.37 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | -3.25% | -11.25% |
3 Year | 14.94% | 15.20% |
5 Year | 18.41% | 25.04% |
1 Year
-3.25%
-11.25%
3 Year
14.94%
15.20%
5 Year
18.41%
25.04%
Holding Analysis
Equity | 96.93% | 95.85% |
Cash | 3.06% | 4.06% |
Equity
96.93%
95.85%
Cash
3.06%
4.06%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.64% |
Maruti Suzuki India Ltd. | 7.13% |
Mahindra & Mahindra Ltd. | 5.43% |
ITC Ltd. | 4.47% |
Avenue Supermarts Ltd. | 4.36% |
Titan Company Ltd. | 4.21% |
Eternal Ltd. | 3.69% |
Eicher Motors Ltd. | 3.60% |
Godrej Consumer Products Ltd. | 3.41% |
Hero Motocorp Ltd. | 3.12% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.85% |
Mahindra & Mahindra Ltd. | 5.33% |
Jubilant FoodWorks Ltd. | 4.63% |
Britannia Industries Ltd. | 4.33% |
Hindustan Unilever Ltd. | 3.95% |
United Breweries Ltd. | 3.85% |
Maruti Suzuki India Ltd. | 3.84% |
Berger Paints India Ltd. | 3.81% |
Eicher Motors Ltd. | 3.77% |
Asian Paints Ltd. | 3.76% |
Fund Manager
Name | Vishal Chopda | Saurabh Pant |
Start Date | 02 May 2022 | 01 Jan 2022 |
Name
Vishal Chopda
Saurabh Pant
Start Date
02 May 2022
01 Jan 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle. | 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 | 02 Jul 2007 | 01 Jan 2013 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle.
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
02 Jul 2007
01 Jan 2013