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
Sectoral / Thematic
5.0
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SBI Consumption Opportunities Fund Direct GrowthEquity
Sectoral / Thematic
3.0
INVEST NOW
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Nippon India Consumption Fund Direct Growth

(17.3%)

SBI Consumption Opportunities Fund Direct Growth

(23.9%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹500	-
Expense Ratio	1.47%	1.26%	-
NAV	₹142.6 (06-Oct-2022)	₹230.9 (06-Oct-2022)	-
Fund Started	31-Dec-2012	01-Jan-2013	-
Fund Size	₹257Cr	₹1,060Cr	-
Exit Load	Exit load of 1% if redeemed within 1 month.	Exit load of 0.10% if redeemed within 30 days.	-

Returns

1Y
17.3%
23.9%
-
3Y
27.4%
24.0%
-
5Y
17.7%
16.2%
-

Pros & Cons

Pros
1. Consistently top ranked fund2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y3. Higher alpha: 8.57
The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y 
1. Consistently top ranked fund2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y3. Lower expense ratio: 1.26%
-

Cons
1. Lower AUM: 257Cr.
Funds with lower AUM tend to have higher expense ratio2. Higher expense ratio: 1.47%
Found nothing so far.
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
ITC Ltd.
6.8%
Westlife Development Ltd.
4.9%
Sapphire Foods India Ltd.
4.3%
Godrej Consumer Products Ltd.
4.1%
Hindustan Unilever Ltd.
4.1%
Mahindra & Mahindra Ltd.
3.9%
Bharti Airtel Ltd.
3.7%
Shoppers Stop Ltd.
3.6%
United Spirits Ltd.
3.5%
Trent Ltd.
3.2%
Name
Assets
ITC Ltd.
9.2%
Hindustan Unilever Ltd.
8.4%
Bharti Airtel Ltd.
7.5%
Page Industries Ltd.
6.3%
The Indian Hotels Company Ltd.
6.0%
Go Fashion (India) Ltd.
4.4%
Chalet Hotels Ltd.
4.3%
Procter & Gamble Hygiene & Health Care Ltd.
3.8%
Sheela Foam Ltd.
3.7%
Vedant Fashions Ltd.
3.6%
-

Fund Manager

Name
Amar Kalkundrikar
Saurabh Pant
-
Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
-
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.
He has been associated with SBI Mutual Fund since 2007.
-

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.
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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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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Nippon India Consumption Fund Direct Growth

SBI Consumption Opportunities Fund Direct Growth

Add a fund

Nippon India Consumption Fund Direct Growth

SBI Consumption Opportunities Fund Direct Growth

1. Consistently top ranked fund

2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

3. Higher alpha: 8.57 The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y

1. Consistently top ranked fund

2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

3. Lower expense ratio: 1.26%

1. Lower AUM: 257Cr. Funds with lower AUM tend to have higher expense ratio

2. Higher expense ratio: 1.47%

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons