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) | ₹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 | -1.98% | -2.17% |
| 6 Month | 2.77% | 4.53% |
| 1 Year | -0.24% | -2.82% |
| 3 Year | - | 17.56% |
| 5 Year | - | 17.1% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.92% | 0.01% |
| 1 Year | 5.37% | 9.62% |
| 3 Year | - | 14.22% |
| 5 Year | - | 15.58% |
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 | 2.62 | 6.3 |
| Consumer Cyclical | 44.89 | 33.01 |
| Consumer Defensive | 31.67 | 32.39 |
| Basic Materials | 4.31 | 2.02 |
| Healthcare | 5.52 | 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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