SBI Consumption Opportunities Fund vs HDFC Non compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
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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