Compare Nippon India Consumption Fund Direct Growth vs SBI Consumption Opportunities Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Nippon India Consumption Fund Direct GrowthEquity
Thematic
4.0
SBI Consumption Opportunities Fund Direct GrowthEquity
Thematic
4.0
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Nippon India Consumption Fund Direct Growth

(27.1%)

SBI Consumption Opportunities Fund Direct Growth

(30.2%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹500
-
Expense Ratio
0.64%
0.90%
-
NAV
₹218.8 (12-Dec-2024)
₹375.4 (12-Dec-2024)
- 
Fund Started
31-Dec-2012
01-Jan-2013
-
Fund Size
₹2,023Cr
₹3,101Cr
-
Exit Load
Exit load of 1% if redeemed within 1 month.
Exit load of 0.10% if redeemed within 30 days.
-

Returns

1Y
27.1%
30.2%
-
3Y
21.5%
22.8%
-
5Y
25.3%
24.9%
-

Pros & Cons

Pros
1.3Y, 5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.64%
1.Consistently top ranked fund2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Lower expense ratio: 0.9%
-

Cons
1.1Y annualised returns lower than category average by 0.2%
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Bharti Airtel Ltd.
6.9%
Mahindra & Mahindra Ltd.
6.1%
Hindustan Unilever Ltd.
6.0%
ITC Ltd.
5.2%
Godrej Consumer Products Ltd.
4.3%
Jubilant FoodWorks Ltd.
3.9%
Havells India Ltd.
3.5%
Avenue Supermarts Ltd.
3.3%
United Spirits Ltd.
3.2%
United Breweries Ltd.
3.2%
Name
Assets
Ganesha Ecosphere Ltd.
7.0%
Bharti Airtel Ltd.
4.9%
Hindustan Unilever Ltd.
3.5%
Jubilant FoodWorks Ltd.
3.5%
United Breweries Ltd.
3.5%
Whirlpool Of India Ltd.
3.2%
ITC Ltd.
3.1%
Colgate-Palmolive (India) Ltd.
3.0%
Maruti Suzuki India Ltd.
2.8%
Berger Paints India Ltd.
2.8%
-

Fund Manager

Name
Amar Kalkundrikar
Pradeep Kesavan
-
Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
-
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
-

About Fund

Description
Reliance Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹2,32,169 Cr. Its ranked at 3 as per total assets at end of 30th Sep 2017.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
-
Launch Date
30 Jun 1995
29 Jun 1987
-
Custodian
Deutsche Bank
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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