Tata India Consumer Fund vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2783 Cr | ₹2685 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Oct 2004 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 35% | 57.26% |
| Expense Ratio | 2.01 | 2 |
| Manager | Amar Kalkundrikar | Sonam Udasi |
| ISIN Code | INF204K01AQ4 | INF277K010A2 |
| Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.18% | -2.49% |
| 6 Month | 0.72% | 6.02% |
| 1 Year | 0.97% | -2.82% |
| 3 Year | 14.33% | 18.12% |
| 5 Year | 18.36% | 16.93% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.82% | -1.54% |
| 1 Year | 0.4% | 6.42% |
| 3 Year | 10.49% | 13.83% |
| 5 Year | 14.57% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.99% | 16.32% |
| 3 Year | 14.05% | 17.32% |
| 5 Year | 13.52% | 17.26% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.84% | 14.10% |
| Sharp | 0.71% | 0.79% |
| Beta | 0.9% | 0.92% |
| Alpha | -1.05% | 3.24% |
Fund Managers
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Amar Kalkundrikar | Sonam Udasi |
| Total AUM | ₹19671 Cr | ₹12959 Cr |
| Funds Managed | 4 | 6 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.98 | 9.72 |
| Large Cap | 73.76 | 45.5 |
| Small Cap | 6.22 | 31.59 |
| Mid Cap | 15.04 | 13.19 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.75 | 4.77 |
| Basic Materials | 5 | 1.89 |
| Consumer Cyclical | 45.38 | 33.22 |
| Consumer Defensive | 34.51 | 32.53 |
| Industrials | 5.45 | 10.28 |
| Technology | 0.29 | 5.76 |
| Communication Services | 6.53 | - |
| Financial Services | 1.1 | 8.8 |
| Healthcare | - | 2.74 |
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