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) | ₹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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