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) | ₹6239 Cr | ₹1624 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 | 1.33% | 1.24% |
6 Month | 13.23% | 17.08% |
1 Year | 0.98% | 6.24% |
3 Year | 14.73% | - |
5 Year | 20.46% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 3.83% | 5.88% |
1 Year | 5.06% | 6.78% |
3 Year | 14.11% | - |
5 Year | 15.35% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 16% | 13.64% |
3 Year | 15.82% | - |
5 Year | 16.98% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.81% | - |
Sharp | 0.77% | - |
Beta | 0.89% | - |
Alpha | -0.1% | - |
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 | 3.17 | 4.3 |
Mid Cap | 16.22 | 15.02 |
Small Cap | 13.02 | 40.15 |
Large Cap | 67.59 | 40.53 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.82 | 3.63 |
Industrials | 3.91 | 3.44 |
Consumer Defensive | 25.8 | 22.33 |
Consumer Cyclical | 35.76 | 37.12 |
Basic Materials | 1.99 | 1.57 |
Financial Services | 18.73 | 11.19 |
Healthcare | 5.8 | 6.28 |
Real Estate | 0.53 | 3.98 |
Communication Services | 6.66 | 6.71 |
Technology | - | 3.77 |
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