HDFC Non vs Tata India Consumer Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1046 Cr | ₹2531 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Jul 2023 | 28 Dec 2015 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 57.26% |
Expense Ratio | 2.3 | 2 |
Manager | Dhruv Muchhal | Sonam Udasi |
ISIN Code | INF179KC1GR6 | INF277K010A2 |
Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Month | -2.77% | -0.85% |
6 Month | 9.56% | 11.51% |
1 Year | -4.95% | -3.27% |
3 Year | - | 18.3% |
5 Year | - | 20.57% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.14% | 3.28% |
1 Year | 10.89% | 11.35% |
3 Year | - | 16.96% |
5 Year | - | 17.21% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.94% | 17.35% |
3 Year | - | 17.26% |
5 Year | - | 17.15% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 14.06% |
Sharp | - | 0.70% |
Beta | - | 0.88% |
Alpha | - | 1.61% |
Fund Managers
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Sonam Udasi |
Total AUM | ₹520687 Cr | ₹12959 Cr |
Funds Managed | 40 | 6 |
HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 6.73 | 4.23 |
Large Cap | 61.62 | 48.37 |
Mid Cap | 14.14 | 14.46 |
Small Cap | 17.5 | 32.95 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 3.15 | 3.19 |
Consumer Defensive | 31.43 | 32.2 |
Consumer Cyclical | 48.23 | 35.78 |
Basic Materials | 4.61 | 2.3 |
Healthcare | 3.22 | 4.29 |
Industrials | 2.82 | 12.2 |
Communication Services | 3.82 | - |
Financial Services | 2.71 | 7.48 |
Technology | - | 2.56 |
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