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 | ₹1699 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 | -0.31% | -0.14% |
| 6 Month | 1.5% | 9.4% |
| 1 Year | -6.36% | 1.55% |
| 3 Year | 13.5% | - |
| 5 Year | 23.64% | - |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.55% | 1.46% |
| 1 Year | 0.95% | 11.03% |
| 3 Year | 9.82% | - |
| 5 Year | 14.61% | - |
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 | 13.89% | - |
| Sharp | 0.55% | - |
| Beta | 0.93% | - |
| Alpha | -1.08% | - |
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 | 5.95 | 4.16 |
| Small Cap | 24.46 | 37.73 |
| Mid Cap | 24.04 | 14.66 |
| Large Cap | 45.55 | 43.45 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.68 | 3.66 |
| Industrials | 6.78 | 3.76 |
| Consumer Cyclical | 46.53 | 42.48 |
| Basic Materials | 7.57 | 0.91 |
| Consumer Defensive | 28.6 | 20.43 |
| Communication Services | 5.85 | 5.91 |
| Healthcare | - | 5.58 |
| Financial Services | - | 11.04 |
| Real Estate | - | 2.91 |
| Technology | - | 3.31 |
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