HSBC Consumption Fund vs UTI India Consumer Fund compare

Link copied to clipboard!

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Fund HSBC Consumption 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) ₹1232 Cr ₹661 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Aug 2023 30 Jul 2007
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 17%
Expense Ratio 2.15 2.46
Manager Gautam Bhupal Vishal Chopda
ISIN Code INF336L01RC6 INF789F01CE6
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 4.75% 3.58%
6 Month 21.61% 25.87%
1 Year - 44.06%
3 Year - 18.54%
5 Year - 20.59%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.9% 19.33%
3 Year 14.9% 36.52%
5 Year 14.9% 64.16%

Rolling Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 19.12% 18.49%
3 Year 19.12% 46.15%
5 Year 19.12% 66.92%

Risk Management

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 12.1%
Sharp - 0.92%
Beta - 0.87%
Alpha - -2.41%

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 HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Name Gautam Bhupal Vishal Chopda
Total AUM ₹25949 Cr ₹6487 Cr
Fund Manage 13 3
HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.23 5.31
Small Cap 34.11 9.51
Large Cap 43.31 64.49
Mid Cap 18.35 20.69

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.23 1.2
Consumer Staples 21.39 24.18
Services 22.91 19.17
Consumer Discretionary 13.36 11.79
Financial 2.93 3.75
Capital Goods 5.9 3.33
Construction 6.09 2.62
Materials 0.99 4.42
Textiles 3.79 2.33
Communication 5.96 6.76
Healthcare 6.32 1.11
Automobile 6.13 18.32
Insurance - 1.02

Top Comparisons

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns17.66%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns17.32%

Compare Now

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns5.78%

VS

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

3Y Returns5.78%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns25.32%

VS

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns23.94%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns24.14%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.15%

Compare Now
Request call back
Add to Cart Successfully