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 | -3.33% | -4.13% |
6 Month | -17.57% | -16.91% |
1 Year | 6.73% | 7.5% |
3 Year | - | 16.55% |
5 Year | - | 18.44% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | -10.45% | -11.97% |
1 Year | -15.93% | -17.12% |
3 Year | - | 13.33% |
5 Year | - | 16.03% |
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 |
Fund Manage | 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 | 4.30933 | 8.51526 |
Small Cap | 21.63848 | 28.62912 |
Large Cap | 62.98097 | 46.30691 |
Mid Cap | 11.07122 | 16.54873 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 4.06433 | 8.13668 |
Technology | 1.64538 | 5.1472 |
Consumer Defensive | 34.62591 | 32.59135 |
Consumer Cyclical | 42.0562 | 34.95753 |
Basic Materials | 5.42204 | 3.06425 |
Healthcare | 3.70912 | 0 |
Industrials | 1.77442 | 12.66229 |
Communication Services | 6.7026 | - |
Financial Services | - | 3.44072 |
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