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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) ₹1095 Cr ₹2660 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 -1.74% -1.45%
6 Month 4.72% 7.68%
1 Year 1.98% 1.53%
3 Year - 18.38%
5 Year - 18.72%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month -0.14% 2.21%
1 Year 8.39% 12.89%
3 Year - 16.12%
5 Year - 16.79%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 11.94% 16.51%
3 Year - 17.31%
5 Year - 17.25%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 14.11%
Sharp - 0.79%
Beta - 0.90%
Alpha - 2.62%

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 11.41 9.82
Large Cap 60.44 46.17
Mid Cap 12.04 12.51
Small Cap 16.12 31.5

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 3.76 6.3
Consumer Cyclical 44.89 33.01
Consumer Defensive 31.67 32.39
Basic Materials 4.31 2.02
Healthcare 4.37 2.88
Industrials 1.78 10.97
Technology 2.66 5.49
Communication Services 3.93 -
Financial Services 2.62 6.94

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