HSBC Infrastructure Fund - Direct Growth 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
The TATA India Consumer Fund Direct Plan stands out with a higher star rating of 5 compared to the HSBC Infrastructure Fund's 3, indicating stronger overall performance and investor satisfaction. However, while TATA's expense ratio is lower at 0.93%, it has delivered negative returns over the past year and lower long-term CAGR compared to HSBC's returns of 5.53% over 1 year and 15.82% over 5 years. Investors should weigh the TATA fund's higher rating and lower expense against HSBC's superior returns.
HSBC Infrastructure Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Thematic
TATA India Consumer Fund Direct Plan - Reinvestment 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 |