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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) ₹1046 Cr ₹3180 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 -2.57% -3.65%
6 Month 9.8% 3.94%
1 Year -5.07% -12.66%
3 Year - 14.56%
5 Year - 24.4%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month 2.14% -0.34%
1 Year 10.89% 0.78%
3 Year - 10.65%
5 Year - 15.52%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 11.94% 16.89%
3 Year - 16.63%
5 Year - 15.13%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 13.88%
Sharp - 0.55%
Beta - 0.93%
Alpha - -1.09%

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 6.73 5.52
Large Cap 61.62 43.47
Mid Cap 14.14 24.12
Small Cap 17.5 26.9

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 3.15 4.26
Consumer Defensive 31.43 29
Consumer Cyclical 48.23 46.58
Basic Materials 4.61 7.98
Healthcare 3.22 -
Industrials 2.82 6.28
Communication Services 3.82 5.89
Financial Services 2.71 -

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