HDFC Non vs Kotak Consumption Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
Fund Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹884 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 Nov 2023 12 Jul 2023
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI NIFTY India Consumption TRI
Turn Over % %
Expense Ratio 2.16 2.31
Manager Abhishek Bisen Dhruv Muchhal
ISIN Code INF174KA1PM5 INF179KC1GR6
Exits Load Kotak Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
1 Month -3.48% -5.59%
6 Month 0.55% -1.6%
1 Year 19.75% 13.49%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
6 Month - -
1 Year 14.87% 6.89%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
1 Year - 41.55%
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
Name Abhishek Bisen Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Fund Manage 33 40
Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

HDFC Non-Cyclical Consumer Fund - Regular (G)

Others 1.54 9.97
Small Cap 27.35 26.84
Large Cap 44.65 54.01
Mid Cap 26.46 9.18

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

HDFC Non-Cyclical Consumer Fund - Regular (G)

Others 1.54 1.87
Consumer Staples 35.85 36.26
Healthcare 5.97 7.05
Automobile 21.45 8.85
Services 13.07 17.9
Consumer Discretionary 4.66 13.05
Communication 9.4 8.85
Capital Goods 2.4 2.91
Materials 4.83 1.95
Construction 0.83 -
Chemicals - 1.31

Top Comparisons

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns8.04%

VS

Sundaram Global Brand Fund Regular Plan - Growth Sundaram Global Brand Fund Regular Plan - Growth

3Y Returns8.76%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Growth Option Nippon India Multi Cap Fund-Growth Plan-Growth Option

3Y Returns22.08%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns16.14%

Compare Now

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns11.19%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns12.01%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully