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Tata India Consumer Fund vs HDFC Non compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹970 Cr ₹2379 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 12 Jul 2023 28 Dec 2015
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.3 2
Manager Dhruv Muchhal Sonam Udasi
ISIN Code INF179KC1GR6 INF277K010A2
Exits Load HDFC Non-Cyclical Consumer Fund - Regular Plan - 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 HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Month 2.84% 2.96%
6 Month -0.57% -4.3%
1 Year 7.46% 7.17%
3 Year - 23.36%
5 Year - 21.94%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month 7.46% 7.56%
1 Year 4.27% 3.21%
3 Year - 18.32%
5 Year - 18.47%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 25.24% 18.67%
3 Year - 16.91%
5 Year - 16.75%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 15.81%
Sharp - 0.85%
Beta - 0.94%
Alpha - 2.81%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Name Dhruv Muchhal Sonam Udasi
Total AUM ₹520687 Cr ₹12959 Cr
Funds Managed 40 6
HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 4.31 8.52
Small Cap 21.64 28.63
Large Cap 62.98 46.31
Mid Cap 11.07 16.55

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 4.06 8.14
Technology 1.65 5.15
Consumer Defensive 34.63 32.59
Consumer Cyclical 42.06 34.96
Basic Materials 5.42 3.06
Healthcare 3.71 0
Industrials 1.77 12.66
Communication Services 6.7 -
Financial Services - 3.44

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