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) | ₹6521 Cr | ₹1792 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 | -4.88% | -6.39% |
| 6 Month | -3.91% | -6.58% |
| 1 Year | 5.01% | 2.92% |
| 3 Year | 14.3% | - |
| 5 Year | 14.15% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.56% | -3.94% |
| 1 Year | 1.4% | 2.47% |
| 3 Year | 9.39% | - |
| 5 Year | 12% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.49% | 8.16% |
| 3 Year | 15.68% | - |
| 5 Year | 17.17% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.81% | - |
| Sharp | 0.73% | - |
| Beta | 0.9% | - |
| Alpha | -2.05% | - |
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) |
|---|---|---|
| Others | 8.49 | 13.61 |
| Mid Cap | 15.05 | 12.78 |
| Small Cap | 9.36 | 30.11 |
| Large Cap | 67.1 | 43.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 1.06 | 2.89 |
| Industrials | 3.79 | 4.84 |
| Consumer Defensive | 25.47 | 20.67 |
| Consumer Cyclical | 36.17 | 43.38 |
| Basic Materials | 2.44 | - |
| Financial Services | 18.11 | 9.92 |
| Healthcare | 5.24 | 4.66 |
| Technology | 0.22 | 3.86 |
| Real Estate | 0.63 | 3.49 |
| Communication Services | 6.86 | 6.28 |
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