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) | ₹1709 Cr | ₹1095 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 | -0.6% | -2.12% |
| 6 Month | 10.01% | 3.47% |
| 1 Year | 6.35% | 0.39% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.78% | -0.14% |
| 1 Year | 20.26% | 8.39% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.45% | 11.94% |
| 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 | 12.7 | 11.41 |
| Large Cap | 51.02 | 60.44 |
| Small Cap | 30.24 | 16.12 |
| Mid Cap | 6.05 | 12.04 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 1.73 | 3.76 |
| Communication Services | 11.88 | 3.93 |
| Basic Materials | 9.24 | 4.31 |
| Consumer Cyclical | 36.14 | 44.89 |
| Consumer Defensive | 27.66 | 31.67 |
| Healthcare | 6.07 | 4.37 |
| Industrials | 5.07 | 1.78 |
| Technology | 2.21 | 2.66 |
| Financial Services | - | 2.62 |
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