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) | ₹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 | 0.95% | 1.6% |
6 Month | -4.2% | -6.51% |
1 Year | 4.72% | 4.84% |
3 Year | - | 21.83% |
5 Year | - | 21.54% |
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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