SBI Consumption Opportunities Fund vs HSBC Consumption Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3052 Cr | ₹1517 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | 42% | % |
Expense Ratio | 1.98 | 2.08 |
Manager | Pradeep Kesavan | Gautam Bhupal |
ISIN Code | INF200K01VR6 | INF336L01RC6 |
Exits Load | 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 | 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 | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 2.7% | 3.98% |
6 Month | -6.55% | -4.25% |
1 Year | 0.77% | 7.08% |
3 Year | 19.79% | - |
5 Year | 26.56% | - |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 5.05% | 8.88% |
1 Year | -1.28% | 8.47% |
3 Year | 14.35% | - |
5 Year | 19.02% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 17.57% | 23.63% |
3 Year | 16.62% | - |
5 Year | 14.92% | - |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.30% | - |
Sharp | 0.95% | - |
Beta | 0.88% | - |
Alpha | 0.97% | - |
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Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Pradeep Kesavan | Gautam Bhupal |
Total AUM | ₹434274 Cr | ₹25949 Cr |
Funds Managed | 43 | 13 |
SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 6.48 | 4.4 |
Small Cap | 27.29 | 38.97 |
Mid Cap | 25.02 | 16.84 |
Large Cap | 41.21 | 39.79 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 6.48 | 3.75 |
Industrials | 5.69 | 3.61 |
Consumer Cyclical | 46.48 | 36.47 |
Consumer Defensive | 31.93 | 22.79 |
Communication Services | 5.05 | 7.24 |
Basic Materials | 4.38 | 1.82 |
Healthcare | - | 6.15 |
Financial Services | - | 10.24 |
Real Estate | - | 4.36 |
Technology | - | 3.56 |
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