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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