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) | ₹2783 Cr | ₹2685 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 | -2.23% | -2.17% |
| 6 Month | 1.4% | 4.53% |
| 1 Year | 0.47% | -2.82% |
| 3 Year | 14.4% | 17.56% |
| 5 Year | 19.41% | 17.1% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.85% | 0.01% |
| 1 Year | 4.45% | 9.62% |
| 3 Year | 11.25% | 14.22% |
| 5 Year | 14.84% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.03% | 16.48% |
| 3 Year | 14.02% | 17.32% |
| 5 Year | 13.5% | 17.27% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.84% | 14.10% |
| Sharp | 0.71% | 0.79% |
| Beta | 0.9% | 0.92% |
| Alpha | -1.05% | 3.24% |
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 | 4.49 | 9.82 |
| Large Cap | 72.54 | 46.17 |
| Small Cap | 7.42 | 31.5 |
| Mid Cap | 15.55 | 12.51 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.74 | 6.3 |
| Basic Materials | 4.44 | 2.02 |
| Consumer Cyclical | 45.54 | 33.01 |
| Consumer Defensive | 35.5 | 32.39 |
| Industrials | 5.36 | 10.97 |
| Communication Services | 6.35 | - |
| Financial Services | 1.07 | 6.94 |
| Technology | - | 5.49 |
| Healthcare | - | 2.88 |
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