HSBC Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5626 Cr | ₹1480 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2005 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | 10% | % |
Expense Ratio | 1.85 | 2.08 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01447 | INF336L01RC6 |
Exits Load | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | -3.38% | -4.36% |
6 Month | -11.77% | -8.66% |
1 Year | 6.99% | 9.16% |
3 Year | 13.56% | - |
5 Year | 15.24% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | -8.47% | -6.5% |
3 Year | 12.45% | - |
5 Year | 16.06% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 16.47% | 38.35% |
3 Year | 15.8% | - |
5 Year | 16.81% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.81% | - |
Sharp | 0.54% | - |
Beta | 0.9% | - |
Alpha | -2.91% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Fund Manage | 55 | 13 |
Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.36 | 4.23 |
Mid Cap | 16.63 | 18.35 |
Small Cap | 17.58 | 34.11 |
Large Cap | 64.88 | 43.31 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.36 | 4.23 |
Industrial Products | 1.01 | - |
Food Products | 3.59 | - |
Cement & Cement Products | 1.67 | - |
Personal Products | 5.3 | - |
Retailing | 12.9 | - |
Diversified FMCG | 7.51 | - |
Banks | 12.64 | - |
Pharmaceuticals & Biotechnology | 5.05 | - |
Leisure Services | 2.25 | - |
Consumer Durables | 11.4 | - |
Healthcare Services | 1.81 | - |
Automobiles | 11.96 | - |
Insurance | 3.61 | - |
Finance | 2.8 | - |
Agricultural Food & other Products | 1.73 | - |
Realty | 0.53 | - |
Entertainment | 0.36 | - |
Chemicals & Petrochemicals | 0.41 | - |
Telecom - Services | 4.8 | - |
Transport Services | 0.69 | - |
Beverages | 5.85 | - |
Textiles & Apparels | 0.51 | - |
Auto Components | 0.71 | - |
Consumer Staples | - | 21.39 |
Services | - | 22.91 |
Consumer Discretionary | - | 13.36 |
Financial | - | 2.93 |
Capital Goods | - | 5.9 |
Construction | - | 6.09 |
Materials | - | 0.99 |
Textiles | - | 3.79 |
Communication | - | 5.96 |
Healthcare | - | 6.32 |
Automobile | - | 6.13 |
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