HSBC Consumption Fund vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2801 Cr | ₹1783 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Oct 2004 | 31 Aug 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | 35% | % |
| Expense Ratio | 2.01 | 2.08 |
| Manager | Amar Kalkundrikar | Gautam Bhupal |
| ISIN Code | INF204K01AQ4 | INF336L01RC6 |
| Exits Load | Nippon India Consumption Fund - 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.42% | -1.54% |
| 6 Month | 3.91% | 7.32% |
| 1 Year | 3.16% | 1.52% |
| 3 Year | 15.66% | - |
| 5 Year | 21.3% | - |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.35% | 0.85% |
| 1 Year | 9.22% | 11.82% |
| 3 Year | 13.33% | - |
| 5 Year | 16.26% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.04% | 11.12% |
| 3 Year | 14.01% | - |
| 5 Year | 13.49% | - |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.84% | - |
| Sharp | 0.71% | - |
| Beta | 0.9% | - |
| Alpha | -0.72% | - |
Fund Managers
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Amar Kalkundrikar | Gautam Bhupal |
| Total AUM | ₹19671 Cr | ₹25949 Cr |
| Funds Managed | 4 | 13 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.49 | 4.75 |
| Large Cap | 72.54 | 43.94 |
| Small Cap | 7.42 | 38.34 |
| Mid Cap | 15.55 | 12.97 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 1.74 | 3 |
| Basic Materials | 4.44 | 0.97 |
| Consumer Cyclical | 45.54 | 41.74 |
| Consumer Defensive | 35.5 | 20.52 |
| Industrials | 5.36 | 5.02 |
| Communication Services | 6.35 | 6.16 |
| Financial Services | 1.07 | 10.32 |
| Healthcare | - | 5.31 |
| Real Estate | - | 2.92 |
| Technology | - | 4.05 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.7%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.1%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns15.17%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.09%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.48%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns7.4%