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HSBC Consumption Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Fund Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1768 Cr ₹1795 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 31 Aug 2023
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % %
Expense Ratio 2.12 2.08
Manager Abhishek Bisen Gautam Bhupal
ISIN Code INF174KA1PM5 INF336L01RC6
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Month -3.99% -1.02%
6 Month 2.64% -0.08%
1 Year 6.75% 5.53%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
6 Month -2.65% -1.97%
1 Year 6.39% 4.81%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Year 10.55% 8.27%
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Name Abhishek Bisen Gautam Bhupal
Total AUM ₹0 Cr ₹25949 Cr
Funds Managed 33 13
Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

HSBC Consumption Fund - Regular (G)

Others 0.6 3.6
Large Cap 47.52 41.66
Small Cap 30.33 27.21
Mid Cap 21.55 27.53

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

HSBC Consumption Fund - Regular (G)

Others 0.6 3.6
Telecom - Services 7.78 6.26
Pharmaceuticals & Biotechnology 7.11 -
Retailing 16.48 10.85
Personal Products 6.52 2.69
Printing & Publication 0.3 -
Automobiles 17.79 13.62
Consumer Durables 11.74 18.66
Healthcare Equipment & Supplies 0.41 0.17
Diversified FMCG 9.4 3.51
Entertainment 3.28 -
Food Products 4.15 3.07
Auto Components 2.07 0.85
Agricultural, Commercial & Construction Vehicles 1.74 1.01
Leisure Services 3.48 5.93
Beverages 5.18 8.53
Healthcare Services 0.9 4.04
Granites & Marbles 1.07 -
Paper, Forest & Jute Products - 0.91
Commercial Services & Supplies - 0.9
Capital Markets - 7.57
Cigarettes & Tobacco Products - 0.43
Realty - 2.77
Financial Technology (Fintech) - 1.77
Agricultural Food & other Products - 1.64
Industrial Products - 0.54
Industrial Manufacturing - 0.68

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