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 | -0.87% | 0.65% |
| 6 Month | 2.06% | 1.23% |
| 1 Year | -2.61% | -0.8% |
| 3 Year | 18.63% | - |
| 5 Year | 16.09% | - |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.52% | -0.84% |
| 1 Year | 5.83% | 8.48% |
| 3 Year | 12.71% | - |
| 5 Year | 14.81% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.22% | 11.12% |
| 3 Year | 17.35% | - |
| 5 Year | 17.24% | - |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.98% | - |
| Sharp | 0.85% | - |
| Beta | 0.89% | - |
| Alpha | 1.51% | - |
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 | 4.78 | 3.6 |
| Small Cap | 23.73 | 27.21 |
| Mid Cap | 25.16 | 27.53 |
| Large Cap | 46.33 | 41.66 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
HSBC Consumption Fund - Regular (G) |
|---|---|---|
| Others | 4.78 | 3.6 |
| Food Products | 6.28 | 3.07 |
| Retailing | 17.93 | 10.85 |
| Personal Products | 2.42 | 2.69 |
| Consumer Durables | 21.94 | 18.66 |
| Leisure Services | 1.16 | 5.93 |
| Capital Markets | 8.79 | 7.57 |
| Automobiles | 3.52 | 13.62 |
| Diversified FMCG | 9.09 | 3.51 |
| Agricultural Food & other Products | 5.57 | 1.64 |
| Chemicals & Petrochemicals | 0.99 | - |
| Household Products | 2.98 | - |
| Healthcare Services | 2.74 | 4.04 |
| Industrial Products | 1.95 | 0.54 |
| Auto Components | 1.07 | 0.85 |
| Industrial Manufacturing | 0.55 | 0.68 |
| Beverages | 8.24 | 8.53 |
| Paper, Forest & Jute Products | - | 0.91 |
| Healthcare Equipment & Supplies | - | 0.17 |
| Commercial Services & Supplies | - | 0.9 |
| Agricultural, Commercial & Construction Vehicles | - | 1.01 |
| Cigarettes & Tobacco Products | - | 0.43 |
| Realty | - | 2.77 |
| Telecom - Services | - | 6.26 |
| Financial Technology (Fintech) | - | 1.77 |
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