Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata India Consumer Fund vs HDFC Non compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns7.82%

VS

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.04%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.44%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.06%

Compare Now

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns15.46%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns20.02%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.73%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns15.51%

Compare Now
Add to Cart Successfully