HSBC Consumption Fund vs Tata India Consumer Fund compare

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Tata India Consumer Fund-Regular Plan-Growth

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HSBC Consumption Fund - Regular (G)

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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)	₹2685 Cr	₹1795 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	-2.49%	-1.91%
6 Month	6.02%	4.55%
1 Year	-2.82%	-3.34%
3 Year	18.12%	-
5 Year	16.93%	-

SIP Return Analysis

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
6 Month	-1.54%	-2.58%
1 Year	6.42%	5.55%
3 Year	13.83%	-
5 Year	15.57%	-

Rolling Lumpsum Returns

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
1 Year	16.32%	11.12%
3 Year	17.32%	-
5 Year	17.26%	-

Risk Management

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
Standard Deviation	14.10%	-
Sharp	0.79%	-
Beta	0.92%	-
Alpha	3.24%	-

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	9.72	6.83
Small Cap	31.59	36.96
Large Cap	45.5	42.72
Mid Cap	13.19	13.48

Sector Allocation

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
Others	4.77	3.65
Consumer Defensive	32.53	20.56
Consumer Cyclical	33.22	42.1
Basic Materials	1.89	-
Financial Services	8.8	9.33
Industrials	10.28	4.87
Technology	5.76	4.56
Healthcare	2.74	4.99
Real Estate	-	3.67
Communication Services	-	6.26

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation