HSBC Infrastructure Fund - Direct Growth vs TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
The TATA India Consumer Fund Direct Plan stands out with a higher star rating of 5 compared to HSBC Infrastructure Fund's 3, indicating a stronger perceived quality. However, it has underperformed in recent returns, showing a -4.91% return over the last year, while HSBC has delivered a positive 5.53% return. Additionally, TATA's lower expense ratio of 0.93% may appeal to cost-conscious investors, but its lower AUM of ₹2723 Cr compared to HSBC's ₹2379 Cr could suggest less market confidence. For investors choosing between these funds, the TATA fund may offer better long-term potential despite recent short-term losses.
HSBC Infrastructure Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Thematic
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | HSBC Infrastructure Fu... | TATA India Consumer Fu... |
|---|---|---|
| NAV | ₹55.4 | ₹50.83 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.1% | 0.93% |
| AUM | ₹2,379 Cr | ₹2,723 Cr |
| 1M Return | -3.52% | -8.6% |
| 3M Return | -3.66% | -5.52% |
| 6M Return | -2.67% | -0.02% |
| 1Y Return | +5.53% | -4.91% |
| 3Y CAGR | +15.23% | +12.0% |
| 5Y CAGR | +15.82% | +11.86% |
| Risk Level | — | — |
| Fund Manager | Cheenu Gupta | Rupesh Patel, Sonam Udasi |