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) | ₹1010 Cr | ₹2482 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 | 2.82% | 2.31% |
6 Month | 14.98% | 14.97% |
1 Year | 1.8% | 1.34% |
3 Year | - | 17.57% |
5 Year | - | 20.68% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 6.05% | 4.99% |
1 Year | 7.73% | 4.04% |
3 Year | - | 16.91% |
5 Year | - | 17.36% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 15.92% | 18.01% |
3 Year | - | 17.1% |
5 Year | - | 16.99% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 14.29% |
Sharp | - | 0.85% |
Beta | - | 0.88% |
Alpha | - | 3.37% |
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 | 4.1 | 4.36 |
Large Cap | 64.12 | 46.86 |
Mid Cap | 14.14 | 15.18 |
Small Cap | 17.64 | 33.6 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 0.19 | 3.84 |
Consumer Defensive | 33.7 | 31.9 |
Consumer Cyclical | 47.72 | 34.42 |
Basic Materials | 4.9 | 2.38 |
Healthcare | 3.54 | 4.17 |
Industrials | 3.05 | 11.97 |
Communication Services | 4.01 | - |
Financial Services | 2.88 | 7.93 |
Real Estate | - | 0 |
Technology | - | 3.39 |
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