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 |
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 | 3.9% | 5.76% |
6 Month | -17.15% | -14.83% |
1 Year | 8.17% | 9.32% |
3 Year | 17% | - |
5 Year | 23.14% | - |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | -9.13% | -9.03% |
1 Year | -11.79% | -10.87% |
3 Year | 15.09% | - |
5 Year | 17.08% | - |
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% | - |
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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 |
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 |
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