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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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)	₹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

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
1 Month	-2.13%	-1.12%
6 Month	0.52%	-0.86%
1 Year	2.52%	4.88%
3 Year	18.55%	-
5 Year	15.35%	-

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
6 Month	-3.02%	-1.97%
1 Year	1.84%	4.81%
3 Year	10.81%	-
5 Year	13.73%	-

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
1 Year	16.2%	8.27%
3 Year	17.35%	-
5 Year	17.23%	-

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
Standard Deviation	12.98%	-
Sharp	0.92%	-
Beta	0.9%	-
Alpha	1.24%	-

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)

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
Others	9.72	3.6
Small Cap	31.59	27.21
Large Cap	45.5	41.66
Mid Cap	13.19	27.53

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
Others	4.77	3.6
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	-
Food Products	-	3.07
Retailing	-	10.85
Diversified FMCG	-	3.51
Paper, Forest & Jute Products	-	0.91
Automobiles	-	13.62
Consumer Durables	-	18.66
Healthcare Equipment & Supplies	-	0.17
Personal Products	-	2.69
Commercial Services & Supplies	-	0.9
Beverages	-	8.53
Agricultural, Commercial & Construction Vehicles	-	1.01
Capital Markets	-	7.57
Cigarettes & Tobacco Products	-	0.43
Realty	-	2.77
Telecom - Services	-	6.26
Financial Technology (Fintech)	-	1.77
Agricultural Food & other Products	-	1.64
Healthcare Services	-	4.04
Leisure Services	-	5.93
Industrial Products	-	0.54
Auto Components	-	0.85
Industrial Manufacturing	-	0.68