Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Consumption Opportunities Fund vs HSBC Consumption Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

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) ₹3135 Cr ₹1624 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 5.35% 3.66%
6 Month 13.12% 20.1%
1 Year -8.83% -0.73%
3 Year 15.67% -
5 Year 24.84% -

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
6 Month 5.64% 8.8%
1 Year 5.38% 14.22%
3 Year 14.04% -
5 Year 18.04% -

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
1 Year 17.24% 13.64%
3 Year 16.71% -
5 Year 15.02% -

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
Standard Deviation 13.82% -
Sharp 0.67% -
Beta 0.88% -
Alpha 2.28% -

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 2.64 4.3
Small Cap 27.99 40.15
Mid Cap 24.69 15.02
Large Cap 44.67 40.53

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

HSBC Consumption Fund - Regular (G)

Others 2.27 3.63
Industrials 5.67 3.44
Consumer Cyclical 46.75 37.12
Basic Materials 8.13 1.57
Consumer Defensive 31.14 22.33
Communication Services 6.05 6.71
Healthcare - 6.28
Financial Services - 11.19
Real Estate - 3.98
Technology - 3.77

Top Comparisons

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.25%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.33%

Compare Now

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns26.12%

VS

LIC MF Infrastructure Fund-Regular Plan-Growth LIC MF Infrastructure Fund-Regular Plan-Growth

3Y Returns26.12%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns17.24%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns10.53%

Compare Now

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns16.08%

VS

Axis Focused Fund - Regular Plan - Growth Option Axis Focused Fund - Regular Plan - Growth Option

3Y Returns9.35%

Compare Now
Add to Cart Successfully