HDFC Non vs Tata India Consumer Fund compare

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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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)	₹1082 Cr	₹2685 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

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Month	-1.43%	-2.82%
6 Month	-0.81%	0.48%
1 Year	-0.63%	-1.13%
3 Year	-	18.29%
5 Year	-	15.24%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
6 Month	-3.41%	-3.02%
1 Year	0.24%	1.84%
3 Year	-	10.81%
5 Year	-	13.73%

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
1 Year	9.08%	16.2%
3 Year	-	17.35%
5 Year	-	17.23%

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%

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

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Others	0.21	9.72
Small Cap	18.02	31.59
Mid Cap	13.58	13.19
Large Cap	68.19	45.5

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Tata India Consumer Fund-Regular Plan-Growth
Others	0.21	4.77
Auto Components	3.03	-
Personal Products	6.63	-
Retailing	20.76	-
Consumer Durables	12.85	-
Healthcare Services	3.92	-
Diversified FMCG	10.9	-
Leisure Services	7.53	-
Automobiles	9.49	-
Healthcare Equipment & Supplies	0.28	-
Beverages	9.72	-
Agricultural Food & other Products	0.41	-
Food Products	4.74	-
Chemicals & Petrochemicals	0.79	-
Telecom - Services	4.53	-
Financial Technology (Fintech)	2.02	-
Diversified Fmcg	0.3	-
Transport Services	1.89	-
Consumer Defensive	-	32.53
Consumer Cyclical	-	33.22
Basic Materials	-	1.89
Financial Services	-	8.8
Industrials	-	10.28
Technology	-	5.76
Healthcare	-	2.74