Nippon India Consumption Fund vs Tata India Consumer Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2756 Cr | ₹2518 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Oct 2004 | 28 Dec 2015 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 57.26% |
Expense Ratio | 2.01 | 2 |
Manager | Amar Kalkundrikar | Sonam Udasi |
ISIN Code | INF204K01AQ4 | INF277K010A2 |
Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Month | 4.97% | 3.7% |
6 Month | 17.78% | 17.52% |
1 Year | -5.05% | -3.72% |
3 Year | 16.3% | 17.2% |
5 Year | 23.22% | 20.47% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 6.23% | 6.55% |
1 Year | 15.16% | 13.17% |
3 Year | 17.27% | 18.62% |
5 Year | 19.08% | 18.21% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.24% | 18.01% |
3 Year | 13.51% | 17.1% |
5 Year | 13.42% | 16.99% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.41% | 14.00% |
Sharp | 0.72% | 0.74% |
Beta | 0.85% | 0.85% |
Alpha | 3.00% | 3.61% |
Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Name | Amar Kalkundrikar | Sonam Udasi |
Total AUM | ₹19671 Cr | ₹12959 Cr |
Funds Managed | 4 | 6 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 3.81 | 4.36 |
Large Cap | 68.77 | 46.86 |
Small Cap | 12.17 | 33.6 |
Mid Cap | 15.25 | 15.18 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 3.81 | 3.84 |
Basic Materials | 5.36 | 2.38 |
Consumer Cyclical | 42.3 | 34.42 |
Consumer Defensive | 32.44 | 31.9 |
Industrials | 7.72 | 11.97 |
Communication Services | 7.22 | - |
Financial Services | 1.14 | 7.93 |
Healthcare | - | 4.17 |
Real Estate | - | 0 |
Technology | - | 3.39 |
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