HSBC Consumption Fund vs Kotak Consumption Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

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 Moderately High Very High
Asset Size (Cr) ₹0 Cr ₹1232 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 2.24 2.15
Manager Abhishek Bisen Gautam Bhupal
ISIN Code INF174KA1PM5 INF336L01RC6
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Month 5.22% 4.75%
6 Month 30.91% 21.61%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
6 Month - -
1 Year 14.27% 14.9%
3 Year 14.27% 14.9%
5 Year 14.27% 14.9%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)
1 Year - 47.81%
3 Year - -
5 Year - -

Risk Management

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

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 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

Top Comparisons

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns9.98%

Compare Now

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns5.52%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.81%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns28.63%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns17.75%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns32.64%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns33.79%

Compare Now
Request call back
Add to Cart Successfully