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
4.0
INVEST NOW
SBI Consumption Opportunities Fund Direct GrowthEquity
Sectoral / Thematic
5.0
INVEST NOW
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Nippon India Consumption Fund Direct Growth

(20.1%)

SBI Consumption Opportunities Fund Direct Growth

(23.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹500	-
Expense Ratio	1.19%	1.03%	-
NAV	₹172.6 (08-Dec-2023)	₹288.2 (08-Dec-2023)	-
Fund Started	31-Dec-2012	01-Jan-2013	-
Fund Size	₹594Cr	₹1,791Cr	-
Exit Load	Exit load of 1% if redeemed within 1 month.	Exit load of 0.10% if redeemed within 30 days.	-

Returns

1Y
20.1%
23.4%
-
3Y
26.6%
28.6%
-
5Y
22.0%
19.3%
-

Pros & Cons

Pros
1. 3Y and 5Y annualised returns higher than category average2. Higher alpha: 7.64
The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y 3. Lower expense ratio: 1.19%
1. Consistently top ranked fund2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3. Lower expense ratio: 1.03%4. Higher alpha: 11.16
The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y 
-

Cons
1. 1Y and 10Y annualised returns lower than category average
Found nothing so far.
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
Bharti Airtel Ltd.
7.6%
ITC Ltd.
7.4%
Hindustan Unilever Ltd.
6.4%
Avenue Supermarts Ltd.
5.0%
Godrej Consumer Products Ltd.
4.5%
Tata Consumer Products Ltd.
3.8%
United Breweries Ltd.
3.7%
Maruti Suzuki India Ltd.
3.7%
Hero Motocorp Ltd.
3.6%
Zomato Ltd.
3.2%
Name
Assets
ITC Ltd.
6.2%
Hindustan Unilever Ltd.
5.0%
Jubilant FoodWorks Ltd.
4.1%
Sheela Foam Ltd.
4.0%
Bajaj Auto Ltd.
3.7%
Procter & Gamble Hygiene and Health Care Ltd.
3.7%
Chalet Hotels Ltd.
3.6%
Hero Motocorp Ltd.
3.5%
United Spirits Ltd.
3.3%
Mrs. Bectors Food Specialities Ltd.
3.2%
-

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.
-
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. 3Y and 5Y annualised returns higher than category average

2. Higher alpha: 7.64 The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y

3. Lower expense ratio: 1.19%

1. Consistently top ranked fund

2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3. Lower expense ratio: 1.03%

4. Higher alpha: 11.16 The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y

1. 1Y and 10Y annualised returns lower than category average

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons