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) | ₹1488 Cr | ₹1645 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 | 0.01% | -0.92% |
6 Month | 17.75% | 12.62% |
1 Year | 1.21% | -1.39% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 6.59% | 3.87% |
1 Year | 21.03% | 13.9% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 13.45% | 11.12% |
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 | 6.59 | 2.88 |
Large Cap | 59.39 | 43.22 |
Mid Cap | 5.81 | 14.66 |
Small Cap | 28.2 | 39.24 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.43 | 2.34 |
Communication Services | 11.94 | 6.59 |
Basic Materials | 4.2 | 0.98 |
Consumer Cyclical | 43.16 | 39.93 |
Consumer Defensive | 28.84 | 22.4 |
Healthcare | 6.32 | 6.13 |
Industrials | 5.11 | 3.4 |
Financial Services | - | 11.06 |
Real Estate | - | 3.66 |
Technology | - | 3.51 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.17%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.7%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.56%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns16.35%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.52%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.52%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns16.21%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.16%