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 | Very High |
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 | 5.75% | 5.76% |
6 Month | -16.16% | -14.83% |
1 Year | 7.82% | 9.32% |
3 Year | 15.05% | - |
5 Year | 23.55% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | -5.41% | -9.03% |
1 Year | -9.78% | -10.87% |
3 Year | 12.76% | - |
5 Year | 15.77% | - |
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 | 0.49% | - |
Beta | 0.88% | - |
Alpha | -1.55% | - |
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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 |
Funds Managed | 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 | 0.82 | 4.75 |
Mid Cap | 16.4 | 17.04 |
Small Cap | 13.87 | 40.26 |
Large Cap | 68.91 | 37.95 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.64 | 3.89 |
Industrials | 2.68 | 3.64 |
Consumer Defensive | 27.04 | 21.23 |
Consumer Cyclical | 35.36 | 38.15 |
Basic Materials | 1.82 | 1.86 |
Financial Services | 18.31 | 9.47 |
Healthcare | 6.57 | 7 |
Real Estate | 0.59 | 4.37 |
Communication Services | 6.98 | 6.66 |
Technology | - | 3.72 |
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