Tata India Consumer Fund vs HSBC Consumption Fund compare
Tata India Consumer Fund-Regular Plan-Growth
HSBC Consumption Fund - Regular (G)
Chart Comparison
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 | -8.44% | -7.81% |
3 Year | 15.53% | - |
5 Year | 17.35% | - |
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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