HDFC Non vs UTI India Consumer Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹884 Cr | ₹675 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 12 Jul 2023 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 17% |
Expense Ratio | 2.3 | 2.44 |
Manager | Dhruv Muchhal | Vishal Chopda |
ISIN Code | INF179KC1GR6 | INF789F01CE6 |
Exits Load | 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 | UTI India Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.1% | 5.17% |
6 Month | -16.79% | -19.34% |
1 Year | 10.15% | 5.18% |
3 Year | - | 13.01% |
5 Year | - | 19.29% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.8% | -7.33% |
1 Year | -10.07% | -14.06% |
3 Year | - | 11.1% |
5 Year | - | 13.15% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 37.04% | 12.3% |
3 Year | - | 11.78% |
5 Year | - | 11.87% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 15.355% |
Sharp | - | 0.317% |
Beta | - | 0.933% |
Alpha | - | -1.363% |
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Fund Managers
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Vishal Chopda |
Total AUM | ₹520687 Cr | ₹6487 Cr |
Funds Managed | 40 | 3 |
HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.31 | 2.73 |
Small Cap | 21.64 | 11 |
Large Cap | 62.98 | 73.77 |
Mid Cap | 11.07 | 12.5 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.06 | 2.17 |
Technology | 1.65 | - |
Consumer Defensive | 34.63 | 26.65 |
Consumer Cyclical | 42.06 | 41.37 |
Basic Materials | 5.42 | 1.74 |
Healthcare | 3.71 | 2.89 |
Industrials | 1.77 | 6.51 |
Communication Services | 6.7 | 11.44 |
Financial Services | - | 4.9 |
Real Estate | - | 2.33 |
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