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) | ₹3162 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 | -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 | 16.23% | 8.27% |
| 3 Year | 16.5% | - |
| 5 Year | 15.31% | - |
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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