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SBI Consumption Opportunities Fund vs HDFC Non compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1059 Cr ₹3180 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 12 Jul 2023 01 Jan 2013
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 42%
Expense Ratio 2.3 1.98
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179KC1GR6 INF200K01VR6
Exits Load HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Month 0.88% 0.85%
6 Month 7.5% 3.81%
1 Year 3.33% -4.4%
3 Year - 14.03%
5 Year - 24.35%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month 2.62% 0.87%
1 Year 10.55% 2.4%
3 Year - 10.87%
5 Year - 15.32%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 11.94% 16.89%
3 Year - 16.63%
5 Year - 15.13%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 13.89%
Sharp - 0.55%
Beta - 0.93%
Alpha - -1.08%

Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 7.6 5.95
Large Cap 61.14 45.55
Mid Cap 14.21 24.04
Small Cap 17.05 24.46

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 4.01 4.68
Consumer Defensive 32.64 28.6
Consumer Cyclical 46.15 46.53
Basic Materials 4.37 7.57
Healthcare 3.75 -
Industrials 2.77 6.78
Communication Services 3.73 5.85
Financial Services 2.58 -

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