HSBC Consumption Fund vs Tata India Consumer Fund compare

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

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
1 Month	-7.32%	-8.54%
6 Month	0.54%	0.8%
1 Year	15.95%	18.5%
3 Year	17.01%	-
5 Year	18.61%	-

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	HSBC Consumption Fund - Regular (G)
6 Month	-	-
1 Year	11.82%	9.5%
3 Year	23.1%	-
5 Year	21.91%	-

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%	-

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%	-

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)

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

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