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) | ₹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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