HSBC Consumption Fund vs Tata India Consumer Fund compare

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

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tortoise-icon HSBC Consumption Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Fund Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2375 Cr ₹1562 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Dec 2015 31 Aug 2023
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 2.09
Manager Sonam Udasi Gautam Bhupal
ISIN Code INF277K010A2 INF336L01RC6
Exits Load Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Month 4.73% 5.2%
6 Month 11.81% 10.71%
1 Year 28.18% 34.74%
3 Year 21% -
5 Year 21.57% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month - -
1 Year 26.15% 28.88%
3 Year 27.61% -
5 Year 24.61% -

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Year 19.26% 47.12%
3 Year 16.34% -
5 Year 15.94% -

Risk Management

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

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Fund Managers

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Name Sonam Udasi Gautam Bhupal
Total AUM ₹12959 Cr ₹25949 Cr
Fund Manage 6 13
Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)

Market Cap

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 9.1 4.23
Mid Cap 16.93 18.35
Small Cap 31.92 34.11
Large Cap 42.05 43.31

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 9.1 4.23
Industrial Products 2.66 -
Food Products 8.7 -
Household Products 6.31 -
Textiles & Apparels 1.25 -
Leisure Services 3.72 -
Consumer Durables 18.42 -
Capital Markets 1.35 -
Diversified FMCG 9.91 -
Automobiles 5.84 -
Agricultural Food & other Products 4 -
Retailing 14.09 -
Chemicals & Petrochemicals 1.19 -
Personal Products 0.63 -
Financial Technology (Fintech) 1.65 -
Auto Components 0.94 -
Beverages 7.68 -
Industrial Manufacturing 1.61 -
Commercial Services & Supplies 0.95 -
Consumer Staples - 21.39
Services - 22.91
Consumer Discretionary - 13.36
Financial - 2.93
Capital Goods - 5.9
Construction - 6.09
Materials - 0.99
Textiles - 3.79
Communication - 5.96
Healthcare - 6.32
Automobile - 6.13

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