HDFC Infrastructure Fund - Growth Plan vs TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
TATA India Consumer Fund Direct Plan appears stronger based on its higher star rating of 5 compared to HDFC Infrastructure Fund's 3, indicating better overall performance and investor confidence. While TATA India Consumer Fund has a lower expense ratio of 0.93% versus HDFC's 1.33%, it also shows lower returns across the 3-year and 5-year periods, with a 3Y CAGR of 12.0% and 5Y CAGR of 11.86%, compared to HDFC's 13.08% and 17.92% respectively. Investors should consider the tradeoff between TATA's superior rating and lower costs against HDFC's higher returns.
HDFC Infrastructure Fund - Growth Plan
HDFC Mutual Fund
★★★★★
Equity · Thematic
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | HDFC Infrastructure Fu... | TATA India Consumer Fu... |
|---|---|---|
| NAV | ₹51.08 | ₹50.83 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.33% | 0.93% |
| AUM | ₹2,250 Cr | ₹2,723 Cr |
| 1M Return | +0.47% | -8.6% |
| 3M Return | -3.42% | -5.52% |
| 6M Return | -4.14% | -0.02% |
| 1Y Return | -4.7% | -4.91% |
| 3Y CAGR | +13.08% | +12.0% |
| 5Y CAGR | +17.92% | +11.86% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Rupesh Patel, Sonam Udasi |