HDFC Non vs HSBC Consumption Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1010 Cr | ₹1624 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Jul 2023 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | % | % |
Expense Ratio | 2.3 | 2.08 |
Manager | Dhruv Muchhal | Gautam Bhupal |
ISIN Code | INF179KC1GR6 | INF336L01RC6 |
Exits Load | HDFC Non-Cyclical Consumer 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 4.97% | 2.68% |
6 Month | 15.36% | 15.3% |
1 Year | 3.01% | 6.77% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 6.05% | 5.88% |
1 Year | 7.73% | 6.78% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 15.92% | 13.64% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Dhruv Muchhal | Gautam Bhupal |
Total AUM | ₹520687 Cr | ₹25949 Cr |
Funds Managed | 40 | 13 |
HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.1 | 4.3 |
Large Cap | 64.12 | 40.53 |
Mid Cap | 14.14 | 15.02 |
Small Cap | 17.64 | 40.15 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.19 | 3.63 |
Consumer Defensive | 33.7 | 22.33 |
Consumer Cyclical | 47.72 | 37.12 |
Basic Materials | 4.9 | 1.57 |
Healthcare | 3.54 | 6.28 |
Industrials | 3.05 | 3.44 |
Communication Services | 4.01 | 6.71 |
Financial Services | 2.88 | 11.19 |
Real Estate | - | 3.98 |
Technology | - | 3.77 |
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