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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) ₹1046 Cr ₹3175 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 3.55% 5.69%
6 Month 19.28% 13.81%
1 Year -3.13% -8.33%
3 Year - 16.18%
5 Year - 24.27%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month 7.25% 4.53%
1 Year 16.58% 6.49%
3 Year - 13.91%
5 Year - 17.75%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 15.92% 17.24%
3 Year - 16.71%
5 Year - 15.02%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 13.82%
Sharp - 0.67%
Beta - 0.88%
Alpha - 2.28%

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 4.1 2.64
Large Cap 64.12 44.67
Mid Cap 14.14 24.69
Small Cap 17.64 27.99

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 0.19 2.27
Consumer Defensive 33.7 31.14
Consumer Cyclical 47.72 46.75
Basic Materials 4.9 8.13
Healthcare 3.54 -
Industrials 3.05 5.67
Communication Services 4.01 6.05
Financial Services 2.88 -

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