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) | ₹6324 Cr | ₹1645 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 | 2.74% | 3.18% |
6 Month | 16.71% | 19.38% |
1 Year | -2.09% | -0.07% |
3 Year | 15.61% | - |
5 Year | 20.89% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 5.85% | 6.84% |
1 Year | 14.95% | 15.53% |
3 Year | 16.19% | - |
5 Year | 16.28% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 16% | 13.64% |
3 Year | 15.82% | - |
5 Year | 16.98% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.81% | - |
Sharp | 0.68% | - |
Beta | 0.89% | - |
Alpha | -0.43% | - |
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 | 3.15 | 2.88 |
Mid Cap | 16.08 | 14.66 |
Small Cap | 12.41 | 39.24 |
Large Cap | 68.37 | 43.22 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.73 | 2.34 |
Industrials | 4.32 | 3.4 |
Consumer Defensive | 25.74 | 22.4 |
Consumer Cyclical | 37.24 | 39.93 |
Basic Materials | 2.12 | 0.98 |
Financial Services | 17.88 | 11.06 |
Healthcare | 4.95 | 6.13 |
Real Estate | 0.53 | 3.66 |
Communication Services | 6.5 | 6.59 |
Technology | - | 3.51 |
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