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) | ₹3180 Cr | ₹1645 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 | -3.53% | -0.71% |
6 Month | 5.78% | 16.12% |
1 Year | -11.6% | -0.21% |
3 Year | 14.25% | - |
5 Year | 24.41% | - |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | -0.34% | 3.87% |
1 Year | 0.78% | 13.9% |
3 Year | 10.65% | - |
5 Year | 15.52% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 16.89% | 11.12% |
3 Year | 16.63% | - |
5 Year | 15.13% | - |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.88% | - |
Sharp | 0.55% | - |
Beta | 0.93% | - |
Alpha | -1.09% | - |
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 | 5.52 | 2.88 |
Small Cap | 26.9 | 39.24 |
Mid Cap | 24.12 | 14.66 |
Large Cap | 43.47 | 43.22 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.26 | 2.34 |
Industrials | 6.28 | 3.4 |
Consumer Cyclical | 46.58 | 39.93 |
Basic Materials | 7.98 | 0.98 |
Consumer Defensive | 29 | 22.4 |
Communication Services | 5.89 | 6.59 |
Healthcare | - | 6.13 |
Financial Services | - | 11.06 |
Real Estate | - | 3.66 |
Technology | - | 3.51 |
Top Comparisons
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.36%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.35%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.76%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.72%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.76%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.05%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.2%