Compare UTI India Consumer Fund vs SBI Consumption Opportunities Fund
Risk
Very High
Very High
Rating
1.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.47
2.01
NAV
₹55.18
₹289.97
Fund Started
02 Jul 2007
01 Jan 2013
Fund Size
₹609.19 Cr
₹2644.07 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.10% if redeemed within 30 days.
1 Year
0.58%
-5.04%
3 Year
13.72%
12.30%
5 Year
11.72%
15.71%
Equity
97.42%
96.61%
Cash
2.56%
3.28%
Top 10 Holdings
Mahindra & Mahindra Ltd. | 9.02% |
Eternal Ltd. | 8.35% |
Bharti Airtel Ltd. | 7.55% |
Maruti Suzuki India Ltd. | 6.99% |
Titan Company Ltd. | 6.88% |
Eicher Motors Ltd. | 4.50% |
ITC Ltd. | 3.46% |
Trent Ltd. | 3.46% |
TVS Motor Company Ltd. | 3.16% |
Avenue Supermarts Ltd. | 2.92% |
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 predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle.
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
02 Jul 2007
01 Jan 2013
