HDFC Non vs Tata India Consumer Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹884 Cr | ₹2375 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Jul 2023 | 28 Dec 2015 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 57.26% |
Expense Ratio | 2.3 | 2 |
Manager | Dhruv Muchhal | Sonam Udasi |
ISIN Code | INF179KC1GR6 | INF277K010A2 |
Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Month | 4.85% | 4.86% |
6 Month | -7.4% | -7.42% |
1 Year | 11.09% | 13.73% |
3 Year | - | 17.34% |
5 Year | - | 22.98% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 0.89% | -0.98% |
1 Year | -1.75% | -3.27% |
3 Year | - | 18.25% |
5 Year | - | 18.61% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 37.04% | 19.88% |
3 Year | - | 16.83% |
5 Year | - | 16.34% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 16.229% |
Sharp | - | 0.596% |
Beta | - | 0.973% |
Alpha | - | 3.16% |
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Fund Managers
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Sonam Udasi |
Total AUM | ₹520687 Cr | ₹12959 Cr |
Funds Managed | 40 | 6 |
HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 4.31 | 8.52 |
Small Cap | 21.64 | 28.63 |
Large Cap | 62.98 | 46.31 |
Mid Cap | 11.07 | 16.55 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 4.06 | 8.14 |
Technology | 1.65 | 5.15 |
Consumer Defensive | 34.63 | 32.59 |
Consumer Cyclical | 42.06 | 34.96 |
Basic Materials | 5.42 | 3.06 |
Healthcare | 3.71 | 0 |
Industrials | 1.77 | 12.66 |
Communication Services | 6.7 | - |
Financial Services | - | 3.44 |
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