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UTI India Consumer Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1231 Cr | ₹675 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 | 2.12 | 2.44 |
| Manager | Abhishek Bisen | Vishal Chopda |
| ISIN Code | INF174KA1PM5 | INF789F01CE6 |
| 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 | 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 | 4.46% | 5.17% |
| 6 Month | -16.35% | -19.34% |
| 1 Year | 15.23% | 5.18% |
| 3 Year | - | 13.01% |
| 5 Year | - | 19.29% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.71% | -7.33% |
| 1 Year | -7.58% | -14.06% |
| 3 Year | - | 11.1% |
| 5 Year | - | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 28.26% | 12.3% |
| 3 Year | - | 11.78% |
| 5 Year | - | 11.87% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.355% |
| Sharp | - | 0.317% |
| Beta | - | 0.933% |
| Alpha | - | -1.363% |
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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 |
| Funds Managed | 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 | 3.37 | 2.73 |
| Small Cap | 29.06 | 11 |
| Large Cap | 60.18 | 73.77 |
| Mid Cap | 7.38 | 12.5 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.03 | 2.17 |
| Basic Materials | 1.72 | 1.74 |
| Consumer Cyclical | 38.7 | 41.37 |
| Technology | 0 | - |
| Industrials | 7.04 | 6.51 |
| Consumer Defensive | 28.95 | 26.65 |
| Communication Services | 12.25 | 11.44 |
| Healthcare | 9.04 | 2.89 |
| Real Estate | 0.28 | 2.33 |
| Financial Services | - | 4.9 |
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