Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

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) ₹3219 Cr ₹1795 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 -1.42% -1.73%
6 Month -1.98% 1.37%
1 Year -5.56% -1.61%
3 Year 14.61% -
5 Year 18.51% -

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
6 Month -1.95% -2.58%
1 Year 0.41% 5.55%
3 Year 8.54% -
5 Year 13.75% -

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
1 Year 16.33% 11.12%
3 Year 16.51% -
5 Year 15.3% -

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
Standard Deviation 10.64% -
Sharp 0.58% -
Beta 0.89% -
Alpha -2.48% -

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 5.19 6.83
Small Cap 19.6 36.96
Mid Cap 23.39 13.48
Large Cap 51.81 42.72

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

HSBC Consumption Fund - Regular (G)

Others 2.26 3.65
Industrials 6.67 4.87
Consumer Cyclical 44.24 42.1
Basic Materials 8.67 -
Consumer Defensive 28.64 20.56
Technology 1.55 4.56
Communication Services 6.46 6.26
Financial Services 1.5 9.33
Healthcare - 4.99
Real Estate - 3.67

Top Comparisons

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.27%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns7.28%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns33.9%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns34.23%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns7.62%

VS

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns6.21%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.98%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.98%

Compare Now
Add to Cart Successfully