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HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon 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) ₹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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