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) | ₹6526 Cr | ₹1783 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 | -0.8% | -2.26% |
| 6 Month | 3.56% | 3.91% |
| 1 Year | 1.87% | -3.13% |
| 3 Year | 14.05% | - |
| 5 Year | 16.92% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.23% | 0.85% |
| 1 Year | 11.52% | 11.82% |
| 3 Year | 13.54% | - |
| 5 Year | 14.5% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.64% | 11.12% |
| 3 Year | 15.73% | - |
| 5 Year | 17.23% | - |
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 | -1.6% | - |
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 | 0.21 | 4.75 |
| Mid Cap | 19.25 | 12.97 |
| Small Cap | 12.09 | 38.34 |
| Large Cap | 68.15 | 43.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 0.21 | 3 |
| Industrial Products | 0.62 | - |
| Food Products | 3.87 | - |
| Retailing | 14.88 | - |
| Personal Products | 4.22 | - |
| Consumer Durables | 10.39 | - |
| Diversified FMCG | 6.94 | - |
| Insurance | 3.44 | - |
| Banks | 11.7 | - |
| Pharmaceuticals & Biotechnology | 3.73 | - |
| Automobiles | 14 | - |
| Finance | 3.14 | - |
| Consumer Services | 0.78 | - |
| Miscellaneous | 0.61 | - |
| Agricultural Food & other Products | 1.89 | - |
| Beverages | 5.67 | - |
| Realty | 0.57 | - |
| Auto Components | 1.39 | - |
| Telecom - Services | 5.48 | - |
| Healthcare Services | 0.84 | - |
| Diversified | 0.7 | - |
| Cement & Cement Products | 1.04 | - |
| Transport Services | 1.47 | - |
| Textiles & Apparels | 0.44 | - |
| Leisure Services | 1.68 | - |
| Consumer Defensive | - | 20.52 |
| Consumer Cyclical | - | 41.74 |
| Healthcare | - | 5.31 |
| Basic Materials | - | 0.97 |
| Industrials | - | 5.02 |
| Financial Services | - | 10.32 |
| Real Estate | - | 2.92 |
| Technology | - | 4.05 |
| Communication Services | - | 6.16 |
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