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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 | - | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.11 | 1.98 |
NAV | ₹13.36 | ₹300.58 |
Fund Started | 10 Aug 2023 | 01 Jan 2013 |
Fund Size | ₹1438.46 Cr | ₹3028.16 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
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.11
1.98
NAV
₹13.36
₹300.58
Fund Started
10 Aug 2023
01 Jan 2013
Fund Size
₹1438.46 Cr
₹3028.16 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 | 6.93% | 6.11% |
3 Year | - | 17.11% |
5 Year | - | 28.75% |
1 Year
6.93%
6.11%
3 Year
-
17.11%
5 Year
-
28.75%
Holding Analysis
Equity | 97.17% | 95.32% |
Cash | 2.83% | 4.57% |
Equity
97.17%
95.32%
Cash
2.83%
4.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.44% |
Varun Beverages Ltd. | 4.80% |
Multi Commodity Exchange Of India Ltd. | 3.98% |
PB Fintech Ltd. | 3.72% |
Godrej Consumer Products Ltd. | 3.39% |
Titan Company Ltd. | 3.33% |
Radico Khaitan Ltd. | 3.27% |
Global Health Ltd. | 3.20% |
Amber Enterprises India Ltd. | 3.14% |
Eternal Ltd. | 3.06% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.49% |
Ganesha Ecosphere Ltd. | 5.41% |
Jubilant FoodWorks Ltd. | 4.89% |
Britannia Industries Ltd. | 4.15% |
United Breweries Ltd. | 4.05% |
Berger Paints India Ltd. | 4.05% |
Hindustan Unilever Ltd. | 3.70% |
Maruti Suzuki India Ltd. | 3.57% |
ITC Ltd. | 3.46% |
Page Industries Ltd. | 2.97% |
Fund Manager
Name | Sonal Gupta | Saurabh Pant |
Start Date | 31 Dec 2023 | 01 Jan 2022 |
Name
Sonal Gupta
Saurabh Pant
Start Date
31 Dec 2023
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