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HDFC Non vs SBI Consumption Opportunities Fund compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon 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 ₹3219 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

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Month -1.98% -1.24%
6 Month 2.77% 0.72%
1 Year -0.24% -7.49%
3 Year - 13.13%
5 Year - 19.57%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month -1.92% -1.32%
1 Year 5.37% 1.64%
3 Year - 8.5%
5 Year - 13.55%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 11.94% 16.46%
3 Year - 16.53%
5 Year - 15.25%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 13.96%
Sharp - 0.51%
Beta - 0.94%
Alpha - -0.97%

Fund Managers

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

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 11.41 4.66
Large Cap 60.44 49.04
Mid Cap 12.04 23.56
Small Cap 16.12 22.74

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 2.62 1.6
Consumer Cyclical 44.89 44.65
Consumer Defensive 31.67 29.64
Basic Materials 4.31 7.83
Healthcare 5.52 -
Industrials 1.78 6.74
Technology 2.66 1.81
Communication Services 3.93 6.24
Financial Services 2.62 1.48

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