HDFC Non vs SBI Consumption Opportunities Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹884 Cr | ₹2940 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Jul 2023 | 01 Jan 2013 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 42% |
Expense Ratio | 2.3 | 1.98 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179KC1GR6 | INF200K01VR6 |
Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Month | -4.36% | -6.8% |
6 Month | -12.25% | -14.22% |
1 Year | 5.78% | 6.35% |
3 Year | - | 17.1% |
5 Year | - | 18.48% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.26% | -11.3% |
3 Year | - | 13.54% |
5 Year | - | 20.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 37.04% | 18.13% |
3 Year | - | 16.55% |
5 Year | - | 14.76% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | - | 13.73% |
Sharp | - | 0.869% |
Beta | - | 0.859% |
Alpha | - | 5.032% |
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Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 9.97 | 4.39 |
Small Cap | 26.84 | 38.63 |
Large Cap | 54.01 | 30.09 |
Mid Cap | 9.18 | 26.89 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 1.87 | 4.39 |
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 | - | 4.12 |
Consumer Durables | - | 21.78 |
Food Products | - | 7.07 |
Retailing | - | 10.99 |
Diversified FMCG | - | 6.6 |
Automobiles | - | 8.2 |
Leisure Services | - | 9.19 |
Personal Products | - | 6.02 |
Beverages | - | 6.53 |
Telecom - Services | - | 5.58 |
Textiles & Apparels | - | 9.53 |
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