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) | ₹2940 Cr | ₹1480 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 | -0.8% | 2.59% |
6 Month | -8.83% | -7.61% |
1 Year | -0.08% | 6% |
3 Year | 19.82% | - |
5 Year | 26.45% | - |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 1.97% | 5.69% |
1 Year | -7.41% | 1.58% |
3 Year | 13.15% | - |
5 Year | 18.42% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 17.57% | 23.63% |
3 Year | 16.62% | - |
5 Year | 14.92% | - |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.843% | - |
Sharp | 0.668% | - |
Beta | 0.901% | - |
Alpha | 3.908% | - |
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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 | 4.25 | 4.75 |
Small Cap | 35.34 | 40.26 |
Mid Cap | 26.15 | 17.04 |
Large Cap | 34.26 | 37.95 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.25 | 3.89 |
Industrials | 6.74 | 3.64 |
Consumer Cyclical | 51.24 | 38.15 |
Consumer Defensive | 29.22 | 21.23 |
Communication Services | 5.09 | 6.66 |
Basic Materials | 3.46 | 1.86 |
Healthcare | - | 7 |
Financial Services | - | 9.47 |
Real Estate | - | 4.37 |
Technology | - | 3.72 |
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