SBI Consumption Opportunities Fund vs HDFC Non compare

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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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)	₹1004 Cr	₹3186 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

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	1.55%	-2%
6 Month	5.86%	0.26%
1 Year	1.78%	-6.85%
3 Year	-	16.43%
5 Year	-	26.36%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	6.2%	2.09%
1 Year	4.85%	-5.07%
3 Year	-	12.6%
5 Year	-	17.76%

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%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	-	14.30%
Sharp	-	0.95%
Beta	-	0.88%
Alpha	-	0.97%

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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

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	4.7	4.65
Large Cap	63.41	43
Mid Cap	14	25.68
Small Cap	17.89	26.67

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	0.78	4.65
Consumer Defensive	32.74	28.38
Consumer Cyclical	48.01	47.86
Basic Materials	4.68	7.38
Healthcare	3.53	-
Industrials	3.11	6.49
Communication Services	4.25	5.24
Financial Services	2.91	-