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) | ₹3259 Cr | ₹1783 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 | -1.81% | -2.26% |
| 6 Month | 0.2% | 3.91% |
| 1 Year | -6.81% | -3.13% |
| 3 Year | 13.25% | - |
| 5 Year | 20.22% | - |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.75% | -0.86% |
| 1 Year | 0.04% | 7.86% |
| 3 Year | 8.51% | - |
| 5 Year | 13.67% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.46% | 11.12% |
| 3 Year | 16.53% | - |
| 5 Year | 15.25% | - |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.64% | - |
| Sharp | 0.58% | - |
| Beta | 0.89% | - |
| Alpha | -2.48% | - |
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 | 4.66 | 4.75 |
| Small Cap | 22.74 | 38.34 |
| Mid Cap | 23.56 | 12.97 |
| Large Cap | 49.04 | 43.94 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 1.6 | 2.82 |
| Industrials | 6.74 | 5.02 |
| Consumer Cyclical | 44.65 | 41.74 |
| Basic Materials | 7.83 | - |
| Consumer Defensive | 29.64 | 20.52 |
| Technology | 1.81 | 4.05 |
| Communication Services | 6.24 | 6.16 |
| Financial Services | 1.48 | 10.32 |
| Healthcare | - | 5.48 |
| Real Estate | - | 3.89 |
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