Tata India Consumer Fund vs HSBC Consumption Fund compare
Tata India Consumer Fund-Regular Plan-Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2457 Cr | ₹1593 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Dec 2015 | 31 Aug 2023 |
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 | 2.08 |
Manager | Sonam Udasi | Gautam Bhupal |
ISIN Code | INF277K010A2 | INF336L01RC6 |
Exits Load | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 1.09% | -0.25% |
6 Month | 11.63% | 13.26% |
1 Year | 0.92% | 5.91% |
3 Year | 17.95% | - |
5 Year | 20.69% | - |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 4.99% | 5.88% |
1 Year | 4.04% | 6.78% |
3 Year | 16.91% | - |
5 Year | 17.36% | - |
Rolling Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 18.01% | 13.64% |
3 Year | 17.1% | - |
5 Year | 16.99% | - |
Risk Management
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.29% | - |
Sharp | 0.85% | - |
Beta | 0.88% | - |
Alpha | 3.37% | - |
Fund Managers
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Sonam Udasi | Gautam Bhupal |
Total AUM | ₹12959 Cr | ₹25949 Cr |
Funds Managed | 6 | 13 |
Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 4.36 | 4.3 |
Small Cap | 33.6 | 40.15 |
Large Cap | 46.86 | 40.53 |
Mid Cap | 15.18 | 15.02 |
Sector Allocation
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 3.84 | 3.63 |
Consumer Defensive | 31.9 | 22.33 |
Consumer Cyclical | 34.42 | 37.12 |
Industrials | 11.97 | 3.44 |
Healthcare | 4.17 | 6.28 |
Basic Materials | 2.38 | 1.57 |
Financial Services | 7.93 | 11.19 |
Real Estate | 0 | 3.98 |
Technology | 3.39 | 3.77 |
Communication Services | - | 6.71 |
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