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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) | ₹2518 Cr | ₹1645 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 | 4.52% | 4.91% |
| 6 Month | 19.15% | 22.03% |
| 1 Year | -2.96% | -0.38% |
| 3 Year | 18.4% | - |
| 5 Year | 20.34% | - |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | 6.55% | 6.84% |
| 1 Year | 13.17% | 15.53% |
| 3 Year | 18.62% | - |
| 5 Year | 18.21% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.01% | 13.64% |
| 3 Year | 17.1% | - |
| 5 Year | 16.99% | - |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.00% | - |
| Sharp | 0.74% | - |
| Beta | 0.85% | - |
| Alpha | 3.61% | - |
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 | 4.23 | 2.88 |
| Small Cap | 32.95 | 39.24 |
| Large Cap | 48.37 | 43.22 |
| Mid Cap | 14.46 | 14.66 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 3.19 | 2.34 |
| Consumer Defensive | 32.2 | 22.4 |
| Consumer Cyclical | 35.78 | 39.93 |
| Healthcare | 4.29 | 6.13 |
| Basic Materials | 2.3 | 0.98 |
| Financial Services | 7.48 | 11.06 |
| Industrials | 12.2 | 3.4 |
| Technology | 2.56 | 3.51 |
| Communication Services | - | 6.59 |
| Real Estate | - | 3.66 |
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