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) | ₹6363 Cr | ₹1699 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 | 0.65% | -0.24% |
| 6 Month | 6.37% | 8.43% |
| 1 Year | 2.84% | 2.55% |
| 3 Year | 15.52% | - |
| 5 Year | 20.54% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.32% | 4.12% |
| 1 Year | 15.11% | 15.55% |
| 3 Year | 15.56% | - |
| 5 Year | 15.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.82% | 11.12% |
| 3 Year | 15.78% | - |
| 5 Year | 17.08% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.81% | - |
| Sharp | 0.66% | - |
| Beta | 0.9% | - |
| Alpha | -0.94% | - |
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 | 3.28 | 4.16 |
| Mid Cap | 16.36 | 14.66 |
| Small Cap | 12.2 | 37.73 |
| Large Cap | 68.16 | 43.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 0.98 | 3.66 |
| Industrials | 4.3 | 3.76 |
| Consumer Defensive | 25.07 | 20.43 |
| Consumer Cyclical | 37.57 | 42.48 |
| Basic Materials | 2.25 | 0.91 |
| Financial Services | 17.88 | 11.04 |
| Healthcare | 5.03 | 5.58 |
| Real Estate | 0.54 | 2.91 |
| Communication Services | 6.39 | 5.91 |
| Technology | - | 3.31 |
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