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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) ₹970 Cr ₹2379 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 0.22% -0.13%
6 Month 0.29% -0.95%
1 Year 3.59% 3.7%
3 Year - 20.5%
5 Year - 21.33%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month 4.66% 5.88%
1 Year 0.87% 1.73%
3 Year - 17.29%
5 Year - 17.91%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 25.24% 18.67%
3 Year - 16.91%
5 Year - 16.75%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 15.42%
Sharp - 1.02%
Beta - 0.94%
Alpha - 2.52%

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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 6.1 6.77
Small Cap 18.07 28.69
Large Cap 63.36 47.31
Mid Cap 12.47 17.23

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.92 6.77
Technology 0 4.5
Consumer Defensive 34.36 33.53
Consumer Cyclical 45.53 30.59
Basic Materials 4.81 2.49
Healthcare 3.51 0.98
Industrials 2.88 15.47
Communication Services 4.09 -
Financial Services 2.91 5.67

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