Compare Bajaj Finserv Consumption Fund vs SBI Consumption Opportunities Fund
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.32 | 1.98 |
NAV | ₹9.35 | ₹290.01 |
Fund Started | 08 Nov 2024 | 01 Jan 2013 |
Fund Size | ₹675.51 Cr | ₹3162.33 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.32
1.98
NAV
₹9.35
₹290.01
Fund Started
08 Nov 2024
01 Jan 2013
Fund Size
₹675.51 Cr
₹3162.33 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months.
Exit load of 0.10% if redeemed within 30 days.
1 Year | -7.49% | -6.62% |
3 Year | - | 12.86% |
5 Year | - | 15.63% |
1 Year
-7.49%
-6.62%
3 Year
-
12.86%
5 Year
-
15.63%
Equity | 95.66% | 98.26% |
Cash | 2.53% | 1.65% |
Equity
95.66%
98.26%
Cash
2.53%
1.65%
Top 10 Holdings |
|
|
Top 10 Holdings
Mahindra & Mahindra Ltd. | 6.06% |
Eternal Ltd. | 5.72% |
Hero Motocorp Ltd. | 4.10% |
Bharti Airtel Ltd. | 3.64% |
Maruti Suzuki India Ltd. | 3.47% |
Asian Paints Ltd. | 3.37% |
Godrej Consumer Products Ltd. | 3.04% |
Whirlpool Of India Ltd. | 2.90% |
Radico Khaitan Ltd. | 2.51% |
Tata Consumer Products Ltd. | 2.51% |
Bharti Airtel Ltd. | 6.59% |
Mahindra & Mahindra Ltd. | 5.34% |
Maruti Suzuki India Ltd. | 5.07% |
Eicher Motors Ltd. | 4.53% |
Asian Paints Ltd. | 4.46% |
Britannia Industries Ltd. | 4.24% |
Jubilant FoodWorks Ltd. | 4.22% |
Berger Paints India Ltd. | 3.99% |
Hindustan Unilever Ltd. | 3.86% |
Titan Company Ltd. | 3.56% |
Name | Sorbh Gupta | - |
Start Date | 10 Nov 2025 | - |
Name
Sorbh Gupta
-
Start Date
10 Nov 2025
-
Description | The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic 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 | 08 Nov 2024 | 01 Jan 2013 |
Description
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic 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
08 Nov 2024
01 Jan 2013