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HDFC Non-Cyclical Consumer Fund
Fund Overview
| AUM (Fund size) | ₹1,095 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 2 yrs 5 m since Jun 23, 2023 |
| Benchmark | NIFTY India Consumption TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.24% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| HDFC Non-Cyclical Consumer Fund | -1.95% | 3.56% | 2.76% | N.A. | N.A. | N.A. |
| Nippon India Consumption Fund | -0.92% | 3.01% | 3.87% | 15.9% | 21.68% | 13.97% |
| ICICI Prudential Bharat Consumption Fund | -1.03% | 5.02% | 4.42% | 17.38% | 19.06% | 10.0% |
| Tata India Consumer Fund | -0.04% | 7.14% | 2.89% | 18.9% | 18.93% | 16.46% |
| Baroda BNP Paribas India Consumption Fund | -0.61% | 4.42% | 2.11% | 16.33% | 17.76% | 12.43% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HDFC Non-Cyclical Consumer Fund | N.A. | N.A. | N.A. | N.A. |
| Nippon India Consumption Fund | 13.43 | 0.77 | 0.67 | 0.83 |
| ICICI Prudential Bharat Consumption Fund | 12.38 | 0.71 | 0.83 | 1.03 |
| Tata India Consumer Fund | 14.11 | 0.81 | 0.80 | 0.99 |
| Baroda BNP Paribas India Consumption Fund | 13.35 | 0.79 | 0.66 | 0.86 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HDFC Non-Cyclical Consumer Fund | 1,095 Cr | 2 yrs 5 m | 2.24% |
| Nippon India Consumption Fund | 2,801 Cr | 21 yrs 2 m | 1.94% |
| ICICI Prudential Bharat Consumption Fund | 3,273 Cr | 6 yrs 7 m | 1.99% |
| Tata India Consumer Fund | 2,660 Cr | 9 yrs 11 m | 1.95% |
| Baroda BNP Paribas India Consumption Fund | 1,552 Cr | 7 yrs 3 m | 2.08% |