Tata India Consumer Fund vs HDFC Non compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1059 Cr | ₹2531 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 | 2.36% | 4.19% |
| 6 Month | 8.23% | 10.49% |
| 1 Year | 3.17% | 3.85% |
| 3 Year | - | 18.75% |
| 5 Year | - | 21.05% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.46% | 3.83% |
| 1 Year | 12.36% | 13.85% |
| 3 Year | - | 17.67% |
| 5 Year | - | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.94% | 17.35% |
| 3 Year | - | 17.26% |
| 5 Year | - | 17.15% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.06% |
| Sharp | - | 0.70% |
| Beta | - | 0.88% |
| Alpha | - | 1.61% |
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 | 7.6 | 5.7 |
| Large Cap | 61.14 | 48.21 |
| Mid Cap | 14.21 | 14.61 |
| Small Cap | 17.05 | 31.48 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.01 | 5.2 |
| Consumer Defensive | 32.64 | 31.71 |
| Consumer Cyclical | 46.15 | 35.05 |
| Basic Materials | 4.37 | 2.25 |
| Healthcare | 3.75 | 2.95 |
| Industrials | 2.77 | 12.85 |
| Communication Services | 3.73 | - |
| Financial Services | 2.58 | 7.54 |
| Technology | - | 2.44 |
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