HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2940 Cr | ₹1480 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | 42% | % |
Expense Ratio | 1.98 | 2.08 |
Manager | Pradeep Kesavan | Gautam Bhupal |
ISIN Code | INF200K01VR6 | INF336L01RC6 |
Exits Load | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | -6.8% | -4.36% |
6 Month | -14.22% | -8.66% |
1 Year | 6.35% | 9.16% |
3 Year | 17.1% | - |
5 Year | 18.48% | - |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | -9.46% | -7.81% |
3 Year | 14.15% | - |
5 Year | 20.35% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 18.13% | 38.35% |
3 Year | 16.55% | - |
5 Year | 14.76% | - |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.73% | - |
Sharp | 0.869% | - |
Beta | 0.859% | - |
Alpha | 5.032% | - |
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Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Pradeep Kesavan | Gautam Bhupal |
Total AUM | ₹434274 Cr | ₹25949 Cr |
Fund Manage | 43 | 13 |
SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.39 | 4.23 |
Small Cap | 38.63 | 34.11 |
Mid Cap | 26.89 | 18.35 |
Large Cap | 30.09 | 43.31 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.39 | 4.23 |
Household Products | 4.12 | - |
Consumer Durables | 21.78 | - |
Food Products | 7.07 | - |
Retailing | 10.99 | - |
Diversified FMCG | 6.6 | - |
Automobiles | 8.2 | - |
Leisure Services | 9.19 | - |
Personal Products | 6.02 | - |
Beverages | 6.53 | - |
Telecom - Services | 5.58 | - |
Textiles & Apparels | 9.53 | - |
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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