Compare Mutual Funds

Insights from Fund Comparison

• Both SBI Consumption Opportunities Fund (G) and SBI Technology Opportunities Fund (G) are Sectoral / Thematic, Equity schemes. SBI Consumption Opportunities Fund (G) is 13 yrs 3 m old and manages ₹2,969.84 Crs, whereas SBI Technology Opportunities Fund (G) is 13 yrs 3 m old with ₹4,273.37 Crs.
• Both funds are fairly comparable in terms of age and size.
• SBI Consumption Opportunities Fund (G) has its top 3 sectors in FMCG (19.95%), Automobile (16.86%), and Consumer Durables (8.56%), while SBI Technology Opportunities Fund (G) focuses on IT - Software (53.51%), E-Commerce/App based Aggregator (16.71%), and Telecom-Service (8.80%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• SBI Consumption Opportunities Fund (G) holds Bharti Airtel Ltd. (5.79%), Asian Paints Ltd. (4.63%), Mahindra & Mahindra Ltd. (4.58%), Britannia Industries Ltd. (4.50%), and Jubilant Foodworks Ltd. (4.18%), whereas SBI Technology Opportunities Fund (G) holds Infosys Ltd. (13.37%), Bharti Airtel Ltd. (8.80%), Tata Consultancy Services Ltd. (6.30%), Eternal Ltd. (6.11%), and LTIMindtree Ltd. (5.22%).
• The funds share exposure to Bharti Airtel Ltd., which makes their performance partly correlated. However, the unique holdings like Asian Paints Ltd. in SBI Consumption Opportunities Fund (G) and Infosys Ltd. in SBI Technology Opportunities Fund (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, SBI Consumption Opportunities Fund (G) has 97.48% equity and 0.10% debt, while SBI Technology Opportunities Fund (G) has 84.69% equity and 0.07% debt.
• SBI Consumption Opportunities Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• SBI Consumption Opportunities Fund (G) outperformed SBI Technology Opportunities Fund (G) in 6 Months, 1 Year, 5 Years (returns: -12.98%, -9.56%, 13.85% ) but underperformed in 3 Months, 3 Years (returns: -12.62%, 10.28%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.