UTI India Consumer Fund vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2783 Cr | ₹738 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Oct 2004 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 35% | 17% |
| Expense Ratio | 2.01 | 2.44 |
| Manager | Amar Kalkundrikar | Vishal Chopda |
| ISIN Code | INF204K01AQ4 | INF789F01CE6 |
| Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.5% | -0.56% |
| 6 Month | -0.98% | 3.4% |
| 1 Year | -0.03% | 1.69% |
| 3 Year | 15.54% | 15.45% |
| 5 Year | 18.22% | 13.68% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.69% | 1.12% |
| 1 Year | 3.3% | 10.85% |
| 3 Year | 10.65% | 12.39% |
| 5 Year | 14.51% | 12.65% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.95% | 11.23% |
| 3 Year | 14.08% | 12.14% |
| 5 Year | 13.55% | 12.3% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.84% | 12.1% |
| Sharp | 0.71% | 0.62% |
| Beta | 0.9% | 0.97% |
| Alpha | -1.05% | -2.83% |
Fund Managers
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amar Kalkundrikar | Vishal Chopda |
| Total AUM | ₹19671 Cr | ₹6487 Cr |
| Funds Managed | 4 | 3 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.74 | 2.56 |
| Large Cap | 74.04 | 68.19 |
| Small Cap | 9.17 | 7.62 |
| Mid Cap | 15.05 | 21.61 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.74 | 2.56 |
| Consumer Durables | 11.39 | 15.89 |
| Retailing | 15.3 | 14.05 |
| Diversified FMCG | 13.86 | 6.95 |
| Automobiles | 23.37 | 22.8 |
| Personal Products | 5.75 | 2.8 |
| Food Products | 2.94 | 2.53 |
| Agricultural Food & other Products | 2.25 | 2.54 |
| Beverages | 6.61 | 3.17 |
| Leisure Services | 4.17 | 2.53 |
| Telecom - Services | 6.53 | 8.33 |
| Financial Technology (Fintech) | 1.1 | 0.68 |
| Transport Services | 3.57 | - |
| Textiles & Apparels | 1.42 | 1.02 |
| Industrial Products | - | 3.28 |
| Banks | - | 1.64 |
| Realty | - | 2.21 |
| Finance | - | 2.02 |
| Healthcare Services | - | 3.14 |
| Entertainment | - | 1.01 |
| Insurance | - | 0.83 |
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