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Compare HSBC Consumption Fund vs SBI Consumption Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.07 | 1.97 |
NAV | ₹14.98 | ₹313.00 |
Fund Started | 10 Aug 2023 | 01 Jan 2013 |
Fund Size | ₹1698.86 Cr | ₹3180.37 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 0.10% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.07
1.97
NAV
₹14.98
₹313.00
Fund Started
10 Aug 2023
01 Jan 2013
Fund Size
₹1698.86 Cr
₹3180.37 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 0.10% if redeemed within 30 days.
Returns
1 Year | 3.15% | -4.26% |
3 Year | - | 14.08% |
5 Year | - | 24.61% |
1 Year
3.15%
-4.26%
3 Year
-
14.08%
5 Year
-
24.61%
Holding Analysis
Equity | 96.37% | 95.85% |
Cash | 3.63% | 4.06% |
Equity
96.37%
95.85%
Cash
3.63%
4.06%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 5.96% |
Bharti Airtel Ltd. | 5.91% |
Maruti Suzuki India Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 4.95% |
PB Fintech Ltd. | 3.37% |
Varun Beverages Ltd. | 3.34% |
Radico Khaitan Ltd. | 3.30% |
Titan Company Ltd. | 3.10% |
Dixon Technologies (India) Ltd. | 3.00% |
Amber Enterprises India Ltd. | 2.98% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.85% |
Mahindra & Mahindra Ltd. | 5.33% |
Jubilant FoodWorks Ltd. | 4.63% |
Britannia Industries Ltd. | 4.33% |
Hindustan Unilever Ltd. | 3.95% |
United Breweries Ltd. | 3.85% |
Maruti Suzuki India Ltd. | 3.84% |
Berger Paints India Ltd. | 3.81% |
Eicher Motors Ltd. | 3.77% |
Asian Paints Ltd. | 3.76% |
Fund Manager
Name | Sonal Gupta | Saurabh Pant |
Start Date | 28 Mar 2025 | 01 Jan 2022 |
Name
Sonal Gupta
Saurabh Pant
Start Date
28 Mar 2025
01 Jan 2022
About Fund
Description | The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities. | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space. |
Launch Date | 10 Aug 2023 | 01 Jan 2013 |
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Launch Date
10 Aug 2023
01 Jan 2013