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 | ₹2531 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 | -1.94% | -0.34% |
6 Month | 7.22% | 10.4% |
1 Year | -4.64% | -3.27% |
3 Year | 16.4% | 18.72% |
5 Year | 23.82% | 20.96% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.76% | 3.28% |
1 Year | 10.3% | 11.35% |
3 Year | 14.71% | 16.96% |
5 Year | 17.41% | 17.21% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.06% | 17.35% |
3 Year | 13.67% | 17.26% |
5 Year | 13.47% | 17.15% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.43% | 14.06% |
Sharp | 0.64% | 0.70% |
Beta | 0.89% | 0.88% |
Alpha | 0.31% | 1.61% |
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 | 2.29 | 4.23 |
Large Cap | 72.39 | 48.37 |
Small Cap | 10.92 | 32.95 |
Mid Cap | 14.41 | 14.46 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 2.29 | 3.19 |
Basic Materials | 4.51 | 2.3 |
Consumer Cyclical | 42.78 | 35.78 |
Consumer Defensive | 36.26 | 32.2 |
Industrials | 7.17 | 12.2 |
Communication Services | 5.93 | - |
Financial Services | 1.08 | 7.48 |
Healthcare | - | 4.29 |
Technology | - | 2.56 |
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