Kotak Consumption Fund vs HDFC Non compare
Kotak Consumption Fund - Regular (G)
HDFC Non-Cyclical Consumer Fund - Regular (G)
Chart Comparison
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) | ₹1231 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 | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | % | % |
Expense Ratio | 2.12 | 2.3 |
Manager | Abhishek Bisen | Dhruv Muchhal |
ISIN Code | INF174KA1PM5 | INF179KC1GR6 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | 6.91% | 8.41% |
6 Month | -9.62% | -9.32% |
1 Year | 16.84% | 10.58% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
6 Month | -1.07% | 0.89% |
1 Year | -3.67% | -1.75% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
1 Year | 28.26% | 37.04% |
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 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 |
Funds Managed | 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 | 3.37 | 4.31 |
Small Cap | 29.06 | 21.64 |
Large Cap | 60.18 | 62.98 |
Mid Cap | 7.38 | 11.07 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
---|---|---|
Others | 2.03 | 4.06 |
Basic Materials | 1.72 | 5.42 |
Consumer Cyclical | 38.7 | 42.06 |
Technology | 0 | 1.65 |
Industrials | 7.04 | 1.77 |
Consumer Defensive | 28.95 | 34.63 |
Communication Services | 12.25 | 6.7 |
Healthcare | 9.04 | 3.71 |
Real Estate | 0.28 | - |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns27.3%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns24.6%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.43%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.15%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.78%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.42%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.73%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns15.57%