HDFC Non vs SBI Consumption Opportunities Fund compare

Link copied to clipboard!

tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

Invest Now

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

Chart Comparison

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

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

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Month -7.98% -9.22%
6 Month 8.52% 9.74%
1 Year 25.01% 25.5%
3 Year - 18.84%
5 Year - 21.46%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year 20.37% 24.08%
3 Year - 25.67%
5 Year - 27.12%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 41.55% 17.93%
3 Year - 16.4%
5 Year - 14.66%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.51
Small Cap 26.84 36.85
Large Cap 54.01 32.68
Mid Cap 9.18 27.62

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 1.87 3.51
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 - 4.1
Consumer Durables - 21.58
Food Products - 6.98
Retailing - 11.7
Diversified FMCG - 6.7
Leisure Services - 9.23
Automobiles - 9.5
Personal Products - 5.96
Beverages - 7.16
Telecom - Services - 5.72
Textiles & Apparels - 8.52

Top Comparisons

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns20.96%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns19.86%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.13%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.9%

Compare Now

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.58%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns16.17%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.41%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.02%

Compare Now
Request call back
Add to Cart Successfully