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Compare HSBC Consumption Fund vs Nippon India Consumption 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 | ₹100 |
Expense Ratio | 2.11 | 2.01 |
NAV | ₹12.80 | ₹181.44 |
Fund Started | 10 Aug 2023 | 16 Sep 2004 |
Fund Size | ₹1480.05 Cr | ₹2184.16 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 1% if redeemed within 1 month. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.11
2.01
NAV
₹12.80
₹181.44
Fund Started
10 Aug 2023
16 Sep 2004
Fund Size
₹1480.05 Cr
₹2184.16 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 1% if redeemed within 1 month.
Returns
1 Year | 8.12% | 8.42% |
3 Year | - | 17.99% |
5 Year | - | 20.36% |
1 Year
8.12%
8.42%
3 Year
-
17.99%
5 Year
-
20.36%
Holding Analysis
Equity | 96.13% | 96.99% |
Cash | 3.87% | 2.99% |
Equity
96.13%
96.99%
Cash
3.87%
2.99%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.88% |
Varun Beverages Ltd. | 4.64% |
Multi Commodity Exchange Of India Ltd. | 4.18% |
PB Fintech Ltd. | 3.92% |
Titan Company Ltd. | 3.69% |
Zomato Ltd. | 3.25% |
Hindustan Unilever Ltd. | 3.18% |
Dixon Technologies (India) Ltd. | 3.16% |
Radico Khaitan Ltd. | 2.85% |
Amber Enterprises India Ltd. | 2.75% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.19% |
Hindustan Unilever Ltd. | 6.70% |
Mahindra & Mahindra Ltd. | 6.50% |
ITC Ltd. | 4.92% |
Godrej Consumer Products Ltd. | 4.53% |
Jubilant FoodWorks Ltd. | 4.46% |
Avenue Supermarts Ltd. | 3.53% |
Havells India Ltd. | 3.52% |
United Breweries Ltd. | 3.52% |
United Spirits Ltd. | 3.36% |
Fund Manager
Name | Sonal Gupta | Akshay Sharma |
Start Date | 31 Dec 2023 | 01 Dec 2022 |
Name
Sonal Gupta
Akshay Sharma
Start Date
31 Dec 2023
01 Dec 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 long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. |
Launch Date | 10 Aug 2023 | 16 Sep 2004 |
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 long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Launch Date
10 Aug 2023
16 Sep 2004
