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) | ₹1069 Cr | ₹2671 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 | -4.64% | -7.11% |
| 6 Month | -6.13% | -6.23% |
| 1 Year | 0.67% | -0.62% |
| 3 Year | - | 17.04% |
| 5 Year | - | 14.54% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -6.81% | -7.83% |
| 1 Year | -6.49% | -7.58% |
| 3 Year | - | 7.72% |
| 5 Year | - | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.79% | 16.15% |
| 3 Year | - | 17.37% |
| 5 Year | - | 17.22% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.98% |
| Sharp | - | 0.92% |
| Beta | - | 0.9% |
| Alpha | - | 1.24% |
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 | 10.72 | 13.21 |
| Large Cap | 66.87 | 48.18 |
| Mid Cap | 9.15 | 11.88 |
| Small Cap | 13.26 | 26.72 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.72 | 5.42 |
| Consumer Cyclical | 45.32 | 33.37 |
| Consumer Defensive | 32.67 | 38.02 |
| Basic Materials | 5.77 | 1 |
| Healthcare | 5.09 | 2.66 |
| Technology | 1.43 | 4.55 |
| Communication Services | 5.04 | - |
| Financial Services | 1.71 | 8.87 |
| Industrials | 1.26 | 6.1 |
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