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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) | ₹2685 Cr | ₹1795 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 | -2.49% | -1.91% |
| 6 Month | 6.02% | 4.55% |
| 1 Year | -2.82% | -3.34% |
| 3 Year | 18.12% | - |
| 5 Year | 16.93% | - |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.54% | -2.58% |
| 1 Year | 6.42% | 5.55% |
| 3 Year | 13.83% | - |
| 5 Year | 15.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.32% | 11.12% |
| 3 Year | 17.32% | - |
| 5 Year | 17.26% | - |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.10% | - |
| Sharp | 0.79% | - |
| Beta | 0.92% | - |
| Alpha | 3.24% | - |
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 | 9.72 | 6.83 |
| Small Cap | 31.59 | 36.96 |
| Large Cap | 45.5 | 42.72 |
| Mid Cap | 13.19 | 13.48 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.77 | 3.65 |
| Consumer Defensive | 32.53 | 20.56 |
| Consumer Cyclical | 33.22 | 42.1 |
| Basic Materials | 1.89 | - |
| Financial Services | 8.8 | 9.33 |
| Industrials | 10.28 | 4.87 |
| Technology | 5.76 | 4.56 |
| Healthcare | 2.74 | 4.99 |
| Real Estate | - | 3.67 |
| Communication Services | - | 6.26 |
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