SBI Consumption Opportunities Fund vs HDFC Non compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹656 Cr ₹2403 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2023 14 Jul 1999
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 42%
Expense Ratio 2.41 2.03
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179KC1GR6 INF200K01VR6
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Month -7.72% -6.98%
6 Month 11.98% 15.94%
1 Year 30.28% 33.16%
3 Year - 19.85%
5 Year - 22.19%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
6 Month - -
1 Year 20.37% 24.08%
3 Year - 25.67%
5 Year - 27.12%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
1 Year 41.55% 17.93%
3 Year - 16.4%
5 Year - 14.66%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation - 10.64%
Sharp - 1.64%
Beta - 0.63%
Alpha - 9.1%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Non-Cyclical Consumer Fund - Regular (G) SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 9.97 3.51
Small Cap 26.84 36.85
Large Cap 54.01 32.68
Mid Cap 9.18 27.62

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

SBI Consumption Opportunities Fund - Regular - Growth

Others 1.87 3.51
Consumer Staples 36.26 -
Healthcare 7.05 -
Automobile 8.85 -
Services 17.9 -
Consumer Discretionary 13.05 -
Materials 1.95 -
Capital Goods 2.91 -
Chemicals 1.31 -
Communication 8.85 -
Household Products - 4.1
Consumer Durables - 21.58
Food Products - 6.98
Retailing - 11.7
Diversified FMCG - 6.7
Leisure Services - 9.23
Automobiles - 9.5
Personal Products - 5.96
Beverages - 7.16
Telecom - Services - 5.72
Textiles & Apparels - 8.52

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