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SBI Consumption Opportunities Fund vs HSBC Consumption Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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