HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
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) | ₹3175 Cr | ₹1645 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 | 5.69% | 4.52% |
6 Month | 13.81% | 22.36% |
1 Year | -8.33% | -0.06% |
3 Year | 16.18% | - |
5 Year | 24.27% | - |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 4.53% | 6.84% |
1 Year | 6.49% | 15.53% |
3 Year | 13.91% | - |
5 Year | 17.75% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 17.24% | 13.64% |
3 Year | 16.71% | - |
5 Year | 15.02% | - |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.82% | - |
Sharp | 0.67% | - |
Beta | 0.88% | - |
Alpha | 2.28% | - |
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 | 2.64 | 4.3 |
Small Cap | 27.99 | 40.15 |
Mid Cap | 24.69 | 15.02 |
Large Cap | 44.67 | 40.53 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 2.27 | 3.63 |
Industrials | 5.67 | 3.44 |
Consumer Cyclical | 46.75 | 37.12 |
Basic Materials | 8.13 | 1.57 |
Consumer Defensive | 31.14 | 22.33 |
Communication Services | 6.05 | 6.71 |
Healthcare | - | 6.28 |
Financial Services | - | 11.19 |
Real Estate | - | 3.98 |
Technology | - | 3.77 |
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