HSBC Consumption Fund vs Tata India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Fund | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2531 Cr | ₹1699 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 31 Aug 2023 |
| 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 | 2.08 |
| Manager | Sonam Udasi | Gautam Bhupal |
| ISIN Code | INF277K010A2 | INF336L01RC6 |
| Exits Load | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.24% | 2.01% |
| 6 Month | 10.85% | 11.68% |
| 1 Year | 3.65% | 3.74% |
| 3 Year | 18.02% | - |
| 5 Year | 20.97% | - |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.18% | 3.09% |
| 1 Year | 13.04% | 12.39% |
| 3 Year | 17.42% | - |
| 5 Year | 17.44% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.35% | 11.12% |
| 3 Year | 17.26% | - |
| 5 Year | 17.15% | - |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.11% | - |
| Sharp | 0.79% | - |
| Beta | 0.90% | - |
| Alpha | 2.62% | - |
Fund Managers
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Name | Sonam Udasi | Gautam Bhupal |
| Total AUM | ₹12959 Cr | ₹25949 Cr |
| Funds Managed | 6 | 13 |
| Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 5.7 | 4.16 |
| Small Cap | 31.48 | 37.73 |
| Large Cap | 48.21 | 43.45 |
| Mid Cap | 14.61 | 14.66 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 5.2 | 3.66 |
| Consumer Defensive | 31.71 | 20.43 |
| Consumer Cyclical | 35.05 | 42.48 |
| Healthcare | 2.95 | 5.58 |
| Basic Materials | 2.25 | 0.91 |
| Financial Services | 7.54 | 11.04 |
| Industrials | 12.85 | 3.76 |
| Technology | 2.44 | 3.31 |
| Communication Services | - | 5.91 |
| Real Estate | - | 2.91 |
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