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) | ₹1645 Cr | ₹1912 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 | 3.62% | 2.48% |
6 Month | 21.31% | 17.3% |
1 Year | -0.64% | -3.81% |
3 Year | - | 15.26% |
5 Year | - | 20.99% |
SIP Return Analysis
Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.84% | 4.43% |
1 Year | 15.53% | 12.4% |
3 Year | - | 16.45% |
5 Year | - | 16.95% |
Rolling Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.64% | 14.84% |
3 Year | - | 16.86% |
5 Year | - | 17.53% |
Risk Management
Scheme Name | HSBC Consumption Fund - Regular (G) | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.75% |
Sharp | - | 0.66% |
Beta | - | 0.88% |
Alpha | - | 1.56% |
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 | 4.3 | 8.07 |
Small Cap | 40.15 | 16.53 |
Large Cap | 40.53 | 56.55 |
Mid Cap | 15.02 | 18.85 |
Sector Allocation
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.63 | 4.03 |
Consumer Defensive | 22.33 | 21 |
Consumer Cyclical | 37.12 | 35.42 |
Healthcare | 6.28 | 1.2 |
Basic Materials | 1.57 | 1.98 |
Financial Services | 11.19 | 25.1 |
Industrials | 3.44 | 4.27 |
Communication Services | 6.71 | 5.89 |
Real Estate | 3.98 | - |
Technology | 3.77 | 1.1 |
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