HSBC Consumption Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Fund Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹1562 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 2023 31 Aug 2023
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % %
Expense Ratio 2.16 2.09
Manager Abhishek Bisen Gautam Bhupal
ISIN Code INF174KA1PM5 INF336L01RC6
Exits Load Kotak Consumption 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 Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Month 2.62% 5.2%
6 Month 8.03% 10.71%
1 Year 29.71% 34.74%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
6 Month - -
1 Year 23.21% 28.88%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Year - 47.12%
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
Name Abhishek Bisen Gautam Bhupal
Total AUM ₹0 Cr ₹25949 Cr
Fund Manage 33 13
Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

HSBC Consumption Fund - Regular (G)

Others 1.54 4.23
Small Cap 27.35 34.11
Large Cap 44.65 43.31
Mid Cap 26.46 18.35

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

HSBC Consumption Fund - Regular (G)

Others 1.54 4.23
Consumer Staples 35.85 21.39
Healthcare 5.97 6.32
Automobile 21.45 6.13
Services 13.07 22.91
Consumer Discretionary 4.66 13.36
Communication 9.4 5.96
Capital Goods 2.4 5.9
Materials 4.83 0.99
Construction 0.83 6.09
Financial - 2.93
Textiles - 3.79

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