UTI India Consumer Fund vs HSBC Consumption Fund compare

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tortoise-icon HSBC 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 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%

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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

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