HSBC Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6539 Cr | ₹1795 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2005 | 31 Aug 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | 10% | % |
| Expense Ratio | 1.85 | 2.08 |
| Manager | Dhaval Joshi | Gautam Bhupal |
| ISIN Code | INF209K01447 | INF336L01RC6 |
| Exits Load | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.79% | -1.73% |
| 6 Month | 3.39% | 3.94% |
| 1 Year | 2.46% | -3.36% |
| 3 Year | 13.96% | - |
| 5 Year | 16.5% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.42% | -1.05% |
| 1 Year | 10.42% | 9.23% |
| 3 Year | 12.56% | - |
| 5 Year | 13.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.64% | 11.12% |
| 3 Year | 15.73% | - |
| 5 Year | 17.23% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.81% | - |
| Sharp | 0.65% | - |
| Beta | 0.9% | - |
| Alpha | -2.04% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Dhaval Joshi | Gautam Bhupal |
| Total AUM | ₹361932 Cr | ₹25949 Cr |
| Funds Managed | 55 | 13 |
| Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.84 | 4.75 |
| Mid Cap | 15.52 | 12.97 |
| Small Cap | 12.16 | 38.34 |
| Large Cap | 67.48 | 43.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 1.47 | 2.82 |
| Industrials | 4.04 | 5.02 |
| Consumer Defensive | 25.64 | 20.52 |
| Consumer Cyclical | 36.46 | 41.74 |
| Basic Materials | 2.2 | - |
| Financial Services | 18.27 | 10.32 |
| Healthcare | 4.58 | 5.48 |
| Real Estate | 0.57 | 3.89 |
| Communication Services | 6.76 | 6.16 |
| Technology | - | 4.05 |
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