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HSBC Consumption Fund vs Tata India Consumer Fund compare

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2660 Cr ₹1783 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 0.44% -1.43%
6 Month 6.8% 6.69%
1 Year 6.5% 5.84%
3 Year 19.56% -
5 Year 19.58% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month 2.62% 0.59%
1 Year 12.54% 10.54%
3 Year 16.44% -
5 Year 16.88% -

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Year 16.67% 11.12%
3 Year 17.28% -
5 Year 17.22% -

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 9.82 4.75
Small Cap 31.5 38.34
Large Cap 46.17 43.94
Mid Cap 12.51 12.97

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 6.3 3
Consumer Defensive 32.39 20.52
Consumer Cyclical 33.01 41.74
Basic Materials 2.02 0.97
Financial Services 6.94 10.32
Industrials 10.97 5.02
Technology 5.49 4.05
Healthcare 2.88 5.31
Real Estate - 2.92
Communication Services - 6.16

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