HDFC Non vs SBI Consumption Opportunities Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
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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