UTI India Consumer Fund vs Kotak Consumption 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 Moderately High Very High
Asset Size (Cr) ₹604 Cr ₹661 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 17%
Expense Ratio 2.32 2.46
Manager Abhishek Bisen Vishal Chopda
ISIN Code INF174KA1PM5 INF789F01CE6
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 5.22% 3.58%
6 Month 30.91% 25.87%
1 Year - 44.06%
3 Year - 18.54%
5 Year - 20.59%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.27% 19.33%
3 Year 14.27% 36.52%
5 Year 14.27% 64.16%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 13.98% 18.49%
3 Year 13.98% 46.15%
5 Year 13.98% 66.92%

Risk Management

Scheme Name Kotak 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 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 5.31
Small Cap 27.35 9.51
Large Cap 44.65 64.49
Mid Cap 26.46 20.69

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.54 1.2
Consumer Staples 35.85 24.18
Healthcare 5.97 1.11
Automobile 21.45 18.32
Services 13.07 19.17
Consumer Discretionary 4.66 11.79
Communication 9.4 6.76
Capital Goods 2.4 3.33
Materials 4.83 4.42
Construction 0.83 2.62
Financial - 3.75
Textiles - 2.33
Insurance - 1.02

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