Kotak Consumption Fund vs UTI India Consumer Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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

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Chart Comparison

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

Overview

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Fund Kotak 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) ₹1071 Cr ₹709 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Nov 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 2.16 2.45
Manager Abhishek Bisen Vishal Chopda
ISIN Code INF174KA1PM5 INF789F01CE6
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 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 Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -2.95% -4.3%
6 Month 1.23% -4.4%
1 Year 24.08% 18.63%
3 Year - 12.71%
5 Year - 14.8%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.4% 7.83%
3 Year - 18.25%
5 Year - 17.7%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year - 12.03%
3 Year - 11.74%
5 Year - 11.74%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 12.1%
Sharp - 0.46%
Beta - 0.94%
Alpha - -3.91%

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Name Abhishek Bisen Vishal Chopda
Total AUM ₹0 Cr ₹6487 Cr
Fund Manage 33 3
Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.54 4.62
Small Cap 27.35 12.03
Large Cap 44.65 65.68
Mid Cap 26.46 17.67

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.54 4.62
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
Industrial Products - 3.12
Food Products - 3.63
Consumer Durables - 13.97
Textiles & Apparels - 2.17
Diversified FMCG - 8.23
Banks - 2.68
Automobiles - 15.17
Personal Products - 5.47
Healthcare Services - 2.03
Agricultural Food & other Products - 2.32
Retailing - 15.74
Realty - 1.98
Finance - 1.42
Leisure Services - 2.82
Telecom - Services - 6.75
Financial Technology (Fintech) - 0.78
Beverages - 4.16
Entertainment - 1.5
Insurance - 1.44

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