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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.42% | -1.73% |
| 6 Month | -1.98% | 1.37% |
| 1 Year | -5.56% | -1.61% |
| 3 Year | 14.61% | - |
| 5 Year | 18.51% | - |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.95% | -2.58% |
| 1 Year | 0.41% | 5.55% |
| 3 Year | 8.54% | - |
| 5 Year | 13.75% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.33% | 11.12% |
| 3 Year | 16.51% | - |
| 5 Year | 15.3% | - |
Risk Management
| 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% | - |
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 | 5.19 | 6.83 |
| Small Cap | 19.6 | 36.96 |
| Mid Cap | 23.39 | 13.48 |
| Large Cap | 51.81 | 42.72 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 2.26 | 3.65 |
| Industrials | 6.67 | 4.87 |
| Consumer Cyclical | 44.24 | 42.1 |
| Basic Materials | 8.67 | - |
| Consumer Defensive | 28.64 | 20.56 |
| Technology | 1.55 | 4.56 |
| Communication Services | 6.46 | 6.26 |
| Financial Services | 1.5 | 9.33 |
| Healthcare | - | 4.99 |
| Real Estate | - | 3.67 |
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