Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI India Consumer Fund vs Kotak Consumption Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

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

Invest Now

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) ₹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 4.52% 6.75%
6 Month -4.95% -6.21%
1 Year 16.63% 8.64%
3 Year - 13.75%
5 Year - 19.13%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month -1.07% 0.48%
1 Year -3.67% -5.84%
3 Year - 13.86%
5 Year - 14.5%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.79%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.51%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.99%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns7.26%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns21.97%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns8.9%

Compare Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.34%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns14.64%

Compare Now
Add to Cart Successfully