Compare Sundaram Consumption Fund vs SBI Consumption Opportunities Fund
Risk
Very High
Very High
Rating
2.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.2
2.01
NAV
₹89.20
₹291.12
Fund Started
20 Mar 2006
01 Jan 2013
Fund Size
₹1293.62 Cr
₹2644.07 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 0.10% if redeemed within 30 days.
1 Year
-4.44%
-4.62%
3 Year
13.77%
12.36%
5 Year
13.24%
15.96%
Equity
95.41%
96.61%
Cash
4.59%
3.28%
Top 10 Holdings
Bharti Airtel Ltd. | 10.13% |
Mahindra & Mahindra Ltd. | 9.18% |
ITC Ltd. | 8.30% |
Titan Company Ltd. | 6.50% |
Eternal Ltd. | 5.74% |
Hindustan Unilever Ltd. | 5.05% |
Apollo Hospitals Enterprise Ltd. | 4.92% |
Maruti Suzuki India Ltd. | 4.05% |
Nestle India Ltd. | 3.92% |
SJS Enterprises Ltd. | 3.38% |
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
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Start Date
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Description
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
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
20 Mar 2006
01 Jan 2013
