HDFC Non vs Tata India Consumer Fund compare

Link copied to clipboard!

tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

Invest Now

tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹656 Cr ₹2101 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2023 05 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.41 2.02
Manager Dhruv Muchhal Sonam Udasi
ISIN Code INF179KC1GR6 INF277K010A2
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Month -4.68% -3%
6 Month 9.02% 12.83%
1 Year 25.88% 29.29%
3 Year - 18.14%
5 Year - 20.55%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 41.55% 19.26%
3 Year - 16.34%
5 Year - 15.94%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 12.98%
Sharp - 1.06%
Beta - 0.92%
Alpha - -0.37%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 9.97 7.9
Small Cap 26.84 28.97
Large Cap 54.01 50.06
Mid Cap 9.18 13.07

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.87 2.69
Consumer Staples 36.26 36.55
Healthcare 7.05 -
Automobile 8.85 12.31
Services 17.9 20.38
Consumer Discretionary 13.05 11.93
Materials 1.95 5.12
Capital Goods 2.91 7.1
Chemicals 1.31 1.38
Communication 8.85 -
Metals & Mining - 1.31
Textiles - 1.23

Top Comparisons

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns17.27%

VS

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns3.47%

Compare Now

SBI Liquid Fund - Regular Plan -Growth SBI Liquid Fund - Regular Plan -Growth

3Y Returns6.2%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.3%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns24.82%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns23.01%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns13.46%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns13.46%

Compare Now
Request call back
Add to Cart Successfully