UTI India Consumer Fund vs HSBC Consumption Fund compare
HSBC Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹1480 Cr | ₹675 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 | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 17% |
Expense Ratio | 2.08 | 2.44 |
Manager | Gautam Bhupal | Vishal Chopda |
ISIN Code | INF336L01RC6 | INF789F01CE6 |
Exits Load | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.36% | -3.97% |
6 Month | -8.66% | -13.3% |
1 Year | 9.16% | 7.58% |
3 Year | - | 11.52% |
5 Year | - | 12.98% |
SIP Return Analysis
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.5% | -10.48% |
3 Year | - | 11.6% |
5 Year | - | 13.79% |
Rolling Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 38.35% | 12.3% |
3 Year | - | 11.78% |
5 Year | - | 11.87% |
Risk Management
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.623% |
Sharp | - | 0.437% |
Beta | - | 0.916% |
Alpha | - | -0.985% |
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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 | 4.62 |
Small Cap | 34.11 | 12.03 |
Large Cap | 43.31 | 65.68 |
Mid Cap | 18.35 | 17.67 |
Sector Allocation
Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.23 | 4.62 |
Consumer Staples | 21.39 | - |
Services | 22.91 | - |
Consumer Discretionary | 13.36 | - |
Financial | 2.93 | - |
Capital Goods | 5.9 | - |
Construction | 6.09 | - |
Materials | 0.99 | - |
Textiles | 3.79 | - |
Communication | 5.96 | - |
Healthcare | 6.32 | - |
Automobile | 6.13 | - |
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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