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) | ₹2379 Cr | ₹1517 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 | 2.96% | 4.67% |
6 Month | -4.3% | -2.68% |
1 Year | 7.17% | 7.36% |
3 Year | 23.36% | - |
5 Year | 21.94% | - |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 7.56% | 9.65% |
1 Year | 3.21% | 7.89% |
3 Year | 18.32% | - |
5 Year | 18.47% | - |
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 | 15.81% | - |
Sharp | 0.85% | - |
Beta | 0.94% | - |
Alpha | 2.81% | - |
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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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