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) | ₹1069 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Month | -4.64% | -5.96% |
| 6 Month | -6.13% | -7.11% |
| 1 Year | 0.67% | -6.5% |
| 3 Year | - | 12.41% |
| 5 Year | - | 15.71% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -6.81% | -7.23% |
| 1 Year | -6.49% | -11.09% |
| 3 Year | - | 3.24% |
| 5 Year | - | 10.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.79% | 16.2% |
| 3 Year | - | 16.5% |
| 5 Year | - | 15.33% |
Risk Management
| 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% |
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 | 10.72 | 7.63 |
| Large Cap | 66.87 | 51.75 |
| Mid Cap | 9.15 | 21.5 |
| Small Cap | 13.26 | 19.12 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 1.72 | 2.29 |
| Consumer Cyclical | 45.32 | 46.81 |
| Consumer Defensive | 32.67 | 26.06 |
| Basic Materials | 5.77 | 8.45 |
| Healthcare | 5.09 | - |
| Technology | 1.43 | 1.44 |
| Communication Services | 5.04 | 6.59 |
| Financial Services | 1.71 | 1.49 |
| Industrials | 1.26 | 6.87 |
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