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)	₹3180 Cr	₹1699 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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
1 Month	0.11%	-0.17%
6 Month	1.56%	8.85%
1 Year	-4.74%	3.29%
3 Year	14.57%	-
5 Year	24.51%	-

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
6 Month	1.44%	3.11%
1 Year	4.87%	14.24%
3 Year	11.86%	-
5 Year	16.15%	-

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
1 Year	16.89%	11.12%
3 Year	16.63%	-
5 Year	15.13%	-

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Standard Deviation	13.88%	-
Sharp	0.55%	-
Beta	0.93%	-
Alpha	-1.09%	-

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)

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Others	5.95	4.16
Small Cap	24.46	37.73
Mid Cap	24.04	14.66
Large Cap	45.55	43.45

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Others	4.68	3.66
Industrials	6.78	3.76
Consumer Cyclical	46.53	42.48
Basic Materials	7.57	0.91
Consumer Defensive	28.6	20.43
Communication Services	5.85	5.91
Healthcare	-	5.58
Financial Services	-	11.04
Real Estate	-	2.91
Technology	-	3.31