Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Consumption Fund vs Tata India Consumer Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

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 ₹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 6.12% 5.17%
6 Month -4% -4.42%
1 Year 14.03% 12.74%
3 Year 18.04% -
5 Year 22.83% -

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
6 Month -0.98% -0.93%
1 Year -3.27% -2.73%
3 Year 18.25% -
5 Year 18.61% -

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 16.229% -
Sharp 0.596% -
Beta 0.973% -
Alpha 3.16% -

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 Tata India Consumer Fund-Regular Plan-Growth HSBC Consumption Fund - Regular (G)
Name Sonam Udasi Gautam Bhupal
Total AUM ₹12959 Cr ₹25949 Cr
Funds Managed 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 8.52 4.75
Mid Cap 16.55 17.04
Small Cap 28.63 40.26
Large Cap 46.31 37.95

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

HSBC Consumption Fund - Regular (G)

Others 8.14 3.89
Industrials 12.66 3.64
Consumer Defensive 32.59 21.23
Consumer Cyclical 34.96 38.15
Basic Materials 3.06 1.86
Healthcare 0 7
Financial Services 3.44 9.47
Technology 5.15 3.72
Communication Services - 6.66
Real Estate - 4.37

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns6.79%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns6.64%

Compare Now

Axis Quant Fund - Regular Plan - Growth Axis Quant Fund - Regular Plan - Growth

3Y Returns12.21%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns17.33%

Compare Now

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns21.46%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns20.9%

Compare Now

HDFC Income Plus Arbitrage Active FOF - Growth HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns12.96%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns13.86%

Compare Now
Add to Cart Successfully