HDFC Non vs SBI Consumption Opportunities Fund compare

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Overview

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Fund	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹656 Cr	₹2403 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Jul 2023	14 Jul 1999
Category	Consumption Theme	Consumption Theme
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY India Consumption TRI	Nifty India Consumption TRI
Turn Over	%	42%
Expense Ratio	2.41	2.03
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179KC1GR6	INF200K01VR6
Exits Load	Exit load of 1%, if redeemed within 30 days./365	Exit load of 0.10% if redeemed within 30 days./365

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Month	5.14%	3.3%
6 Month	21.92%	26.17%
1 Year	45.6%	41.16%
3 Year	-	28.63%
5 Year	-	26.06%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
6 Month	-	-
1 Year	16.4%	16.8%
3 Year	16.4%	44.99%
5 Year	16.4%	94.18%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
1 Year	16.33%	25.14%
3 Year	16.33%	69.95%
5 Year	16.33%	97.32%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation	-	10.64%
Sharp	-	1.64%
Beta	-	0.63%
Alpha	-	9.1%

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Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Fund Manage	40	43
	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	9.97	2.9
Small Cap	26.84	41.18
Large Cap	54.01	32.1
Mid Cap	9.18	23.82

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	SBI Consumption Opportunities Fund - Regular - Growth
Others	1.87	4.29
Consumer Staples	36.26	-
Healthcare	7.05	-
Automobile	8.85	-
Services	17.9	-
Consumer Discretionary	13.05	-
Materials	1.95	-
Capital Goods	2.91	-
Chemicals	1.31	-
Communication	8.85	-
Household Products	-	4.4
Consumer Durables	-	23.43
Food Products	-	7.31
Diversified FMCG	-	5.79
Leisure Services	-	10.47
Retailing	-	7.33
Automobiles	-	8.97
Personal Products	-	8.04
Beverages	-	6.18
Telecom - Services	-	6.17
Cigarettes & Tobacco Products	-	0.05
Textiles & Apparels	-	7.57