Canara Robeco Consumer Trends Fund vs HSBC Consumption Fund compare
HSBC Consumption Fund - Regular (G)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1795 Cr | ₹2036 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2023 | 14 Sep 2009 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | BSE 100 |
| Turn Over | % | 32% |
| Expense Ratio | 2.08 | 2.1 |
| Manager | Gautam Bhupal | Shridatta Bhandwaldar |
| ISIN Code | INF336L01RC6 | INF760K01241 |
| Exits Load | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Consumer Trends 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 | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.2% | -2.75% |
| 6 Month | 2.73% | 1.82% |
| 1 Year | -5.14% | 0.64% |
| 3 Year | - | 15.26% |
| 5 Year | - | 16.95% |
SIP Return Analysis
| Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.05% | 0.47% |
| 1 Year | 9.23% | 10.6% |
| 3 Year | - | 13.32% |
| 5 Year | - | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 14.37% |
| 3 Year | - | 16.73% |
| 5 Year | - | 17.7% |
Risk Management
| Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.46% |
| Sharp | - | 0.77% |
| Beta | - | 0.94% |
| Alpha | - | 2.3% |
Fund Managers
| Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Gautam Bhupal | Shridatta Bhandwaldar |
| Total AUM | ₹25949 Cr | ₹69491 Cr |
| Funds Managed | 13 | 12 |
| HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.83 | 10.51 |
| Small Cap | 36.96 | 14.58 |
| Large Cap | 42.72 | 56.92 |
| Mid Cap | 13.48 | 18 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.65 | 3.01 |
| Consumer Defensive | 20.56 | 21.04 |
| Consumer Cyclical | 42.1 | 34.07 |
| Healthcare | 4.99 | 2.16 |
| Real Estate | 3.67 | - |
| Industrials | 4.87 | 4.28 |
| Financial Services | 9.33 | 24.44 |
| Technology | 4.56 | 1.14 |
| Communication Services | 6.26 | 7.75 |
| Basic Materials | - | 2.12 |
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