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) | ₹2802 Cr | ₹2531 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 | -0.44% | 1.04% |
| 6 Month | 3.55% | 8.83% |
| 1 Year | 1.43% | 0.27% |
| 3 Year | 14.8% | 17.39% |
| 5 Year | 22.85% | 19.83% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.74% | 4.18% |
| 1 Year | 8.88% | 13.04% |
| 3 Year | 14.24% | 17.42% |
| 5 Year | 16.9% | 17.44% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.06% | 17.35% |
| 3 Year | 13.67% | 17.26% |
| 5 Year | 13.47% | 17.15% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.43% | 14.11% |
| Sharp | 0.65% | 0.79% |
| Beta | 0.89% | 0.90% |
| Alpha | 0.32% | 2.62% |
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 | 5.42 | 5.7 |
| Large Cap | 73.18 | 48.21 |
| Small Cap | 6.92 | 31.48 |
| Mid Cap | 14.48 | 14.61 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.13 | 5.2 |
| Basic Materials | 4.17 | 2.25 |
| Consumer Cyclical | 44.1 | 35.05 |
| Consumer Defensive | 34.82 | 31.71 |
| Industrials | 6.95 | 12.85 |
| Communication Services | 5.8 | - |
| Financial Services | 1.02 | 7.54 |
| Healthcare | - | 2.95 |
| Technology | - | 2.44 |
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