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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 | 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 | 8.28% | 9.2% |
| 6 Month | -11.93% | -8.87% |
| 1 Year | 10.54% | 12.14% |
| 3 Year | 16.33% | - |
| 5 Year | 27.74% | - |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.31% | -0.93% |
| 1 Year | -5.15% | -2.73% |
| 3 Year | 15.95% | - |
| 5 Year | 20.93% | - |
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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