SBI Consumption Opportunities Fund vs HSBC Consumption 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) ₹3015 Cr ₹1562 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI NIFTY India Consumption TRI
Turn Over 42% %
Expense Ratio 1.97 2.09
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 2.84% 5.2%
6 Month 6.84% 10.71%
1 Year 24.57% 34.74%
3 Year 21.96% -
5 Year 23.15% -

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
6 Month - -
1 Year 18.73% 28.88%
3 Year 24.72% -
5 Year 26.74% -

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth HSBC Consumption Fund - Regular (G)
1 Year 17.93% 47.12%
3 Year 16.4% -
5 Year 14.66% -

Risk Management

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

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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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