HDFC Non vs SBI Consumption Opportunities Fund compare

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Fund	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1082 Cr	₹3162 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	12 Jul 2023	01 Jan 2013
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	42%
Expense Ratio	2.3	1.98
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179KC1GR6	INF200K01VR6
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	SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	-1.43%	-2.12%
6 Month	-0.81%	-3.6%
1 Year	-0.63%	-6.07%
3 Year	-	13.77%
5 Year	-	16.42%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	-3.41%	-3.03%
1 Year	0.24%	-3.42%
3 Year	-	5.98%
5 Year	-	11.99%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	9.08%	16.23%
3 Year	-	16.5%
5 Year	-	15.31%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	-	10.64%
Sharp	-	0.63%
Beta	-	0.9%
Alpha	-	-2.77%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.21	5.19
Small Cap	18.02	19.6
Mid Cap	13.58	23.39
Large Cap	68.19	51.81

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.21	2.26
Auto Components	3.03	-
Personal Products	6.63	-
Retailing	20.76	-
Consumer Durables	12.85	-
Healthcare Services	3.92	-
Diversified FMCG	10.9	-
Leisure Services	7.53	-
Automobiles	9.49	-
Healthcare Equipment & Supplies	0.28	-
Beverages	9.72	-
Agricultural Food & other Products	0.41	-
Food Products	4.74	-
Chemicals & Petrochemicals	0.79	-
Telecom - Services	4.53	-
Financial Technology (Fintech)	2.02	-
Diversified Fmcg	0.3	-
Transport Services	1.89	-
Industrials	-	6.67
Consumer Cyclical	-	44.24
Basic Materials	-	8.67
Consumer Defensive	-	28.64
Technology	-	1.55
Communication Services	-	6.46
Financial Services	-	1.5