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) | ₹6539 Cr | ₹1795 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 | 0.09% | 1.49% |
| 6 Month | 0.37% | 0.42% |
| 1 Year | 3.52% | -0.24% |
| 3 Year | 15.31% | - |
| 5 Year | 14.84% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.37% | -0.84% |
| 1 Year | 8.72% | 8.48% |
| 3 Year | 11.96% | - |
| 5 Year | 13.41% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.54% | 8.27% |
| 3 Year | 15.68% | - |
| 5 Year | 17.18% | - |
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 | 5.47 | 3.6 |
| Mid Cap | 15.48 | 27.53 |
| Small Cap | 11.21 | 27.21 |
| Large Cap | 67.84 | 41.66 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 0.81 | 3.6 |
| Industrials | 4.03 | - |
| Consumer Defensive | 25.76 | - |
| Consumer Cyclical | 36.11 | - |
| Basic Materials | 2.23 | - |
| Financial Services | 18.4 | - |
| Healthcare | 5.24 | - |
| Real Estate | 0.59 | - |
| Communication Services | 6.83 | - |
| Food Products | - | 3.07 |
| Retailing | - | 10.85 |
| Diversified FMCG | - | 3.51 |
| Paper, Forest & Jute Products | - | 0.91 |
| Automobiles | - | 13.62 |
| Consumer Durables | - | 18.66 |
| Healthcare Equipment & Supplies | - | 0.17 |
| Personal Products | - | 2.69 |
| Commercial Services & Supplies | - | 0.9 |
| Beverages | - | 8.53 |
| Agricultural, Commercial & Construction Vehicles | - | 1.01 |
| Capital Markets | - | 7.57 |
| Cigarettes & Tobacco Products | - | 0.43 |
| Realty | - | 2.77 |
| Telecom - Services | - | 6.26 |
| Financial Technology (Fintech) | - | 1.77 |
| Agricultural Food & other Products | - | 1.64 |
| Healthcare Services | - | 4.04 |
| Leisure Services | - | 5.93 |
| Industrial Products | - | 0.54 |
| Auto Components | - | 0.85 |
| Industrial Manufacturing | - | 0.68 |
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