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HDFC Non vs Tata India Consumer Fund compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1095 Cr ₹2660 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 -2.53% -1.87%
6 Month 2.03% 3.83%
1 Year -0.77% -2.15%
3 Year - 17.23%
5 Year - 17.74%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month -1.26% 0.42%
1 Year 5.16% 8.54%
3 Year - 14.32%
5 Year - 15.7%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 11.94% 16.48%
3 Year - 17.32%
5 Year - 17.27%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 14.10%
Sharp - 0.79%
Beta - 0.92%
Alpha - 3.24%

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 11.41 9.82
Large Cap 60.44 46.17
Mid Cap 12.04 12.51
Small Cap 16.12 31.5

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 3.76 6.3
Consumer Cyclical 44.89 33.01
Consumer Defensive 31.67 32.39
Basic Materials 4.31 2.02
Healthcare 4.37 2.88
Industrials 1.78 10.97
Technology 2.66 5.49
Communication Services 3.93 -
Financial Services 2.62 6.94

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