HSBC Consumption Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
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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