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Kotak Consumption Fund vs HSBC Consumption Fund compare
Kotak Consumption Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1562 Cr | ₹1699 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 2023 | 31 Aug 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | % | % |
| Expense Ratio | 2.12 | 2.08 |
| Manager | Abhishek Bisen | Gautam Bhupal |
| ISIN Code | INF174KA1PM5 | INF336L01RC6 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | 4.49% | 2.89% |
| 6 Month | 16.09% | 11.17% |
| 1 Year | 9.94% | 4.12% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.17% | 3.11% |
| 1 Year | 24.64% | 14.24% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.45% | 11.12% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Abhishek Bisen | Gautam Bhupal |
| Total AUM | ₹0 Cr | ₹25949 Cr |
| Funds Managed | 33 | 13 |
| Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 8.13 | 4.16 |
| Large Cap | 57.31 | 43.45 |
| Small Cap | 28.11 | 37.73 |
| Mid Cap | 6.45 | 14.66 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 2.52 | 3.66 |
| Communication Services | 11.16 | 5.91 |
| Basic Materials | 5.19 | 0.91 |
| Consumer Cyclical | 40.58 | 42.48 |
| Consumer Defensive | 29.73 | 20.43 |
| Healthcare | 5.93 | 5.58 |
| Industrials | 4.88 | 3.76 |
| Financial Services | - | 11.04 |
| Real Estate | - | 2.91 |
| Technology | - | 3.31 |
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