HSBC Consumption Fund vs HDFC Non compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1069 Cr | ₹1792 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Jul 2023 | 31 Aug 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | % | % |
| Expense Ratio | 2.3 | 2.08 |
| Manager | Dhruv Muchhal | Gautam Bhupal |
| ISIN Code | INF179KC1GR6 | INF336L01RC6 |
| 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 | 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.23% | -1.57% |
| 6 Month | -2.23% | -2.64% |
| 1 Year | 2.17% | 2.79% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -4.27% | -3.94% |
| 1 Year | -0.01% | 2.47% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.08% | 8.27% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Dhruv Muchhal | Gautam Bhupal |
| Total AUM | ₹520687 Cr | ₹25949 Cr |
| Funds Managed | 40 | 13 |
| HDFC Non-Cyclical Consumer Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 10.72 | 13.61 |
| Large Cap | 66.87 | 43.5 |
| Mid Cap | 9.15 | 12.78 |
| Small Cap | 13.26 | 30.11 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 1.72 | 2.89 |
| Consumer Cyclical | 45.32 | 43.38 |
| Consumer Defensive | 32.67 | 20.67 |
| Basic Materials | 5.77 | - |
| Healthcare | 5.09 | 4.66 |
| Technology | 1.43 | 3.86 |
| Communication Services | 5.04 | 6.28 |
| Financial Services | 1.71 | 9.92 |
| Industrials | 1.26 | 4.84 |
| Real Estate | - | 3.49 |
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