HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare

HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare

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SBI Consumption Opportunities Fund - Regular - Growth

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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	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Fund	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3162 Cr	₹1792 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jan 2013	31 Aug 2023
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	NIFTY India Consumption TRI
Turn Over	42%	%
Expense Ratio	1.98	2.08
Manager	Pradeep Kesavan	Gautam Bhupal
ISIN Code	INF200K01VR6	INF336L01RC6
Exits Load	SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
1 Month	-3.18%	-1.57%
6 Month	-5.75%	-2.64%
1 Year	-4.95%	2.79%
3 Year	13.35%	-
5 Year	16.1%	-

SIP Return Analysis

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
6 Month	-5.19%	-3.94%
1 Year	-6.16%	2.47%
3 Year	4.93%	-
5 Year	11.47%	-

Rolling Lumpsum Returns

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
1 Year	16.2%	8.16%
3 Year	16.5%	-
5 Year	15.33%	-

Risk Management

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Standard Deviation	10.64%	-
Sharp	0.63%	-
Beta	0.9%	-
Alpha	-2.77%	-

Fund Managers

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Name	Pradeep Kesavan	Gautam Bhupal
Total AUM	₹434274 Cr	₹25949 Cr
Funds Managed	43	13
	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)

Market Cap

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Others	7.63	13.61
Large Cap	51.75	43.5
Small Cap	19.12	30.11
Mid Cap	21.5	12.78

Sector Allocation

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Others	2.29	2.89
Consumer Cyclical	46.81	43.38
Industrials	6.87	4.84
Basic Materials	8.45	-
Consumer Defensive	26.06	20.67
Technology	1.44	3.86
Communication Services	6.59	6.28
Financial Services	1.49	9.92
Healthcare	-	4.66
Real Estate	-	3.49

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