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) | ₹1373 Cr | ₹1624 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 | 3.44% | 1.5% |
6 Month | 16.14% | 15.62% |
1 Year | 3.54% | 4.47% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 6.77% | 5.88% |
1 Year | 8.83% | 6.78% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 14.66% | 13.64% |
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 | 7.74 | 4.3 |
Large Cap | 55.47 | 40.53 |
Mid Cap | 6.85 | 15.02 |
Small Cap | 29.94 | 40.15 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 1.09 | 3.63 |
Communication Services | 12.77 | 6.71 |
Basic Materials | 4.42 | 1.57 |
Consumer Cyclical | 40.67 | 37.12 |
Consumer Defensive | 28.31 | 22.33 |
Healthcare | 7.42 | 6.28 |
Industrials | 5.32 | 3.44 |
Financial Services | - | 11.19 |
Real Estate | - | 3.98 |
Technology | - | 3.77 |
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