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Tata India Consumer Fund vs HSBC Consumption Fund compare

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

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2375 Cr ₹1480 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 0.36% 2.59%
6 Month -8.17% -7.61%
1 Year 5.48% 6%
3 Year 22.16% -
5 Year 21.98% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month 4.03% 5.69%
1 Year -2.46% 1.58%
3 Year 16.63% -
5 Year 17.44% -

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Year 18.67% 23.63%
3 Year 16.91% -
5 Year 16.75% -

Risk Management

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Standard Deviation 16.229% -
Sharp 0.596% -
Beta 0.973% -
Alpha 3.16% -

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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 8.52 4.75
Mid Cap 16.55 17.04
Small Cap 28.63 40.26
Large Cap 46.31 37.95

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 8.14 3.89
Industrials 12.66 3.64
Consumer Defensive 32.59 21.23
Consumer Cyclical 34.96 38.15
Basic Materials 3.06 1.86
Healthcare 0 7
Financial Services 3.44 9.47
Technology 5.15 3.72
Communication Services - 6.66
Real Estate - 4.37

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