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HDFC Non vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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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) 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) ₹1373 Cr ₹1010 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 4.96% 3.8%
6 Month 19.5% 18.07%
1 Year 2.03% -0.42%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)
6 Month 8.85% 7.43%
1 Year 15.85% 12.99%
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

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