- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Non vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
HDFC Non-Cyclical Consumer Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1488 Cr | ₹1046 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Nov 2023 | 12 Jul 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | % | % |
| Expense Ratio | 2.12 | 2.3 |
| Manager | Abhishek Bisen | Dhruv Muchhal |
| ISIN Code | INF174KA1PM5 | INF179KC1GR6 |
| 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 | HDFC Non-Cyclical Consumer Fund - Regular Plan - 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) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Month | 5.97% | 3.55% |
| 6 Month | 22.96% | 19.28% |
| 1 Year | 0.28% | -3.13% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 9.62% | 7.25% |
| 1 Year | 21.3% | 16.58% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.66% | 15.92% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Name | Abhishek Bisen | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Funds Managed | 33 | 40 |
| Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 7.74 | 4.1 |
| Large Cap | 55.47 | 64.12 |
| Mid Cap | 6.85 | 14.14 |
| Small Cap | 29.94 | 17.64 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 1.09 | 0.19 |
| Communication Services | 12.77 | 4.01 |
| Basic Materials | 4.42 | 4.9 |
| Consumer Cyclical | 40.67 | 47.72 |
| Consumer Defensive | 28.31 | 33.7 |
| Healthcare | 7.42 | 3.54 |
| Industrials | 5.32 | 3.05 |
| Financial Services | - | 2.88 |
Top Comparisons
Kotak Banking and PSU Debt - Growth
3Y Returns7.34%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.26%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.75%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.66%
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.06%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.17%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.97%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.78%
