Aditya Birla Sun Life India Gennext Fund vs HSBC Consumption Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6363 Cr | ₹1699 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2005 | 31 Aug 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | 10% | % |
| Expense Ratio | 1.85 | 2.08 |
| Manager | Dhaval Joshi | Gautam Bhupal |
| ISIN Code | INF209K01447 | INF336L01RC6 |
| Exits Load | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.58% | 2.01% |
| 6 Month | 7.11% | 11.68% |
| 1 Year | 4.2% | 3.74% |
| 3 Year | 14.55% | - |
| 5 Year | 20.08% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.65% | 3.09% |
| 1 Year | 11.69% | 12.39% |
| 3 Year | 14.34% | - |
| 5 Year | 14.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.82% | 11.12% |
| 3 Year | 15.78% | - |
| 5 Year | 17.08% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.81% | - |
| Sharp | 0.66% | - |
| Beta | 0.9% | - |
| Alpha | -0.94% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Dhaval Joshi | Gautam Bhupal |
| Total AUM | ₹361932 Cr | ₹25949 Cr |
| Funds Managed | 55 | 13 |
| Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Large Cap | 68.72 | 43.45 |
| Mid Cap | 20.62 | 14.66 |
| Small Cap | 10.37 | 37.73 |
| Others | - | 4.16 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 0.67 | 3.66 |
| Industrial Products | 0.59 | - |
| Food Products | 3.78 | - |
| Retailing | 15.1 | - |
| Personal Products | 4.27 | - |
| Consumer Durables | 10.33 | - |
| Diversified FMCG | 6.97 | - |
| Insurance | 3.39 | - |
| Banks | 11.51 | - |
| Pharmaceuticals & Biotechnology | 3.68 | - |
| Healthcare Services | 1.35 | - |
| Automobiles | 14.4 | - |
| Finance | 2.98 | - |
| Consumer Services | 0.5 | - |
| Agricultural Food & other Products | 1.88 | - |
| Beverages | 5.47 | - |
| Realty | 0.54 | - |
| Auto Components | 1.45 | - |
| Telecom - Services | 5.14 | - |
| Diversified | 0.65 | - |
| Cement & Cement Products | 1.09 | - |
| Transport Services | 1.74 | - |
| Textiles & Apparels | 0.44 | - |
| Leisure Services | 1.79 | - |
| Consumer Defensive | - | 20.43 |
| Consumer Cyclical | - | 42.48 |
| Healthcare | - | 5.58 |
| Basic Materials | - | 0.91 |
| Financial Services | - | 11.04 |
| Industrials | - | 3.76 |
| Communication Services | - | 5.91 |
| Real Estate | - | 2.91 |
| Technology | - | 3.31 |
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