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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) ₹2531 Cr ₹1699 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 3.24% 2.01%
6 Month 10.85% 11.68%
1 Year 3.65% 3.74%
3 Year 18.02% -
5 Year 20.97% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month 0.98% 1.14%
1 Year 6.48% 8.52%
3 Year 15.15% -
5 Year 16.13% -

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Year 17.35% 11.12%
3 Year 17.26% -
5 Year 17.15% -

Risk Management

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Standard Deviation 14.11% -
Sharp 0.79% -
Beta 0.90% -
Alpha 2.62% -

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 5.7 4.16
Small Cap 31.48 37.73
Large Cap 48.21 43.45
Mid Cap 14.61 14.66

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 5.2 3.66
Consumer Defensive 31.71 20.43
Consumer Cyclical 35.05 42.48
Healthcare 2.95 5.58
Basic Materials 2.25 0.91
Financial Services 7.54 11.04
Industrials 12.85 3.76
Technology 2.44 3.31
Communication Services - 5.91
Real Estate - 2.91

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