Compare ITI Bharat Consumption Fund vs SBI Consumption Opportunities Fund
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.41
2.01
NAV
₹9.98
₹267.74
Fund Started
06 Feb 2025
01 Jan 2013
Fund Size
₹352.98 Cr
₹2969.84 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 0.10% if redeemed within 30 days.
1 Year
-4.10%
-9.56%
3 Year
-
10.25%
5 Year
-
13.83%
Equity
96.65%
97.93%
Cash
3.35%
1.97%
Top 10 Holdings
Bharti Airtel Ltd. | 5.56% |
Mahindra & Mahindra Ltd. | 4.68% |
Maruti Suzuki India Ltd. | 4.60% |
ITC Ltd. | 4.58% |
Titan Company Ltd. | 4.04% |
Hindustan Unilever Ltd. | 3.22% |
Eternal Ltd. | 2.97% |
TVS Motor Company Ltd. | 2.79% |
Nestle India Ltd. | 2.66% |
Apollo Hospitals Enterprise Ltd. | 2.62% |
Bharti Airtel Ltd. | 5.79% |
Asian Paints Ltd. | 4.63% |
Mahindra & Mahindra Ltd. | 4.58% |
Britannia Industries Ltd. | 4.50% |
Jubilant FoodWorks Ltd. | 4.18% |
Eicher Motors Ltd. | 4.05% |
Titan Company Ltd. | 4.04% |
Hindustan Unilever Ltd. | 3.76% |
Maruti Suzuki India Ltd. | 3.75% |
United Breweries Ltd. | 3.67% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.
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
06 Feb 2025
01 Jan 2013
