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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 Risk
Asset Size (Cr) ₹2375 Cr ₹1480 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 Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI NIFTY India Consumption TRI
Turn Over 57.26% %
Expense Ratio 2 2.08
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 -4.92% -4.36%
6 Month -11.04% -8.66%
1 Year 10.86% 9.16%
3 Year 17.08% -
5 Year 16.74% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month - -
1 Year -6.12% -6.5%
3 Year 16.49% -
5 Year 18.21% -

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
1 Year 19.88% 38.35%
3 Year 16.83% -
5 Year 16.34% -

Risk Management

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Standard Deviation 15.475% -
Sharp 0.743% -
Beta 0.955% -
Alpha 3.8% -

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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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