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HSBC Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 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 Very High
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 5.98% 5.76%
6 Month -17.5% -14.83%
1 Year 8.71% 9.32%
3 Year 17.14% -
5 Year 28.4% -

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
6 Month -8.46% -9.03%
1 Year -13.36% -10.87%
3 Year 13.47% -
5 Year 19.9% -

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 14.843% -
Sharp 0.668% -
Beta 0.901% -
Alpha 3.908% -

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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
Funds Managed 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 4.25 4.75
Small Cap 35.34 40.26
Mid Cap 26.15 17.04
Large Cap 34.26 37.95

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

HSBC Consumption Fund - Regular (G)

Others 4.25 3.89
Industrials 6.74 3.64
Consumer Cyclical 51.24 38.15
Consumer Defensive 29.22 21.23
Communication Services 5.09 6.66
Basic Materials 3.46 1.86
Healthcare - 7
Financial Services - 9.47
Real Estate - 4.37
Technology - 3.72

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