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)	₹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

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
1 Month	-0.28%	1.15%
6 Month	-2.49%	1.41%
1 Year	-6.95%	-0.35%
3 Year	14.64%	-
5 Year	17.33%	-

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
6 Month	-1.35%	-0.84%
1 Year	0.58%	8.48%
3 Year	7.67%	-
5 Year	13.05%	-

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%	-

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%	-

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	5.19	3.6
Small Cap	19.6	27.21
Mid Cap	23.39	27.53
Large Cap	51.81	41.66

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	HSBC Consumption Fund - Regular (G)
Others	2.26	3.6
Industrials	6.67	-
Consumer Cyclical	44.24	-
Basic Materials	8.67	-
Consumer Defensive	28.64	-
Technology	1.55	-
Communication Services	6.46	-
Financial Services	1.5	-
Food Products	-	3.07
Retailing	-	10.85
Diversified FMCG	-	3.51
Paper, Forest & Jute Products	-	0.91
Automobiles	-	13.62
Consumer Durables	-	18.66
Healthcare Equipment & Supplies	-	0.17
Personal Products	-	2.69
Commercial Services & Supplies	-	0.9
Beverages	-	8.53
Agricultural, Commercial & Construction Vehicles	-	1.01
Capital Markets	-	7.57
Cigarettes & Tobacco Products	-	0.43
Realty	-	2.77
Telecom - Services	-	6.26
Financial Technology (Fintech)	-	1.77
Agricultural Food & other Products	-	1.64
Healthcare Services	-	4.04
Leisure Services	-	5.93
Industrial Products	-	0.54
Auto Components	-	0.85
Industrial Manufacturing	-	0.68