Compare Mutual Funds

Insights from Fund Comparison

• Both Bank of India Consumption Fund - Regular (G) and Edelweiss Consumption Fund - Regular (G) are Sectoral / Thematic, Equity schemes. Bank of India Consumption Fund - Regular (G) is 1 yrs 4 m old and manages ₹380.73 Crs, whereas Edelweiss Consumption Fund - Regular (G) is 1 yrs 2 m old with ₹489.64 Crs.
• Both funds are fairly comparable in terms of age and size.
• Bank of India Consumption Fund - Regular (G) has its top 3 sectors in Automobile (11.84%), FMCG (11.81%), and Telecom-Service (11.59%), while Edelweiss Consumption Fund - Regular (G) focuses on Automobile (19.24%), FMCG (16.47%), and Diamond, Gems and Jewellery (5.37%).
• The funds share exposure to Automobile and FMCG, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Bank of India Consumption Fund - Regular (G) holds Bharti Airtel Limited (9.19%), Britannia Industries Limited (7.10%), ITC Limited (7.00%), Hero MotoCorp Limited (5.36%), and TREPS (4.52%), whereas Edelweiss Consumption Fund - Regular (G) holds Mahindra & Mahindra Ltd. (8.23%), Titan Company Ltd. (5.37%), Maruti Suzuki India Ltd. (5.22%), Bharti Airtel Ltd. (5.11%), and Hindustan Unilever Ltd. (4.52%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Bank of India Consumption Fund - Regular (G) has 95.37% equity and 0.06% debt, while Edelweiss Consumption Fund - Regular (G) has 98.53% equity and 0.00% debt.
• Edelweiss Consumption Fund - Regular (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Bank of India Consumption Fund - Regular (G) outperformed Edelweiss Consumption Fund - Regular (G) in 1 Year (returns: 4.01% ) but underperformed in 3 Months, 6 Months (returns: -10.70%, -11.74%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.