Compare Kotak Consumption Fund vs SBI Consumption Opportunities Fund
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.07
2.01
NAV
₹13.95
₹338.19
Fund Started
25 Oct 2023
01 Jan 2013
Fund Size
₹1527.21 Cr
₹2644.07 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 0.10% if redeemed within 30 days.
1 Year
5.47%
-4.62%
3 Year
-
12.36%
5 Year
-
15.96%
Equity
100.39%
96.61%
Cash
-0.39%
3.28%
Top 10 Holdings
ITC Ltd. | 8.03% |
Maruti Suzuki India Ltd. | 7.48% |
Bharti Airtel Ltd. | 7.24% |
Eternal Ltd. | 5.97% |
Hero Motocorp Ltd. | 5.42% |
Acutaas Chemicals Ltd. | 5.22% |
Radico Khaitan Ltd. | 4.74% |
Britannia Industries Ltd. | 4.11% |
Midwest Ltd. | 3.36% |
Park Medi World Ltd. | 3.06% |
Asian Paints Ltd. | 4.74% |
Avenue Supermarts Ltd. | 4.49% |
Mahindra & Mahindra Ltd. | 4.47% |
Jubilant FoodWorks Ltd. | 4.34% |
Britannia Industries Ltd. | 4.10% |
Bharti Airtel Ltd. | 4.04% |
United Breweries Ltd. | 3.96% |
Titan Company Ltd. | 3.74% |
Hindustan Unilever Ltd. | 3.71% |
Berger Paints India Ltd. | 3.64% |
Name
-
-
Start Date
-
-
Description
The scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in consumption and consumption related activities.
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
25 Oct 2023
01 Jan 2013