HDFC Non vs UTI India Consumer Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Non-Cyclical Consumer 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) | ₹1059 Cr | ₹719 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Jul 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 | 2.3 | 2.44 |
| Manager | Dhruv Muchhal | Vishal Chopda |
| ISIN Code | INF179KC1GR6 | INF789F01CE6 |
| Exits Load | 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 | 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.49% | 0.31% |
| 6 Month | 4.2% | 6.75% |
| 1 Year | 4.08% | 5.2% |
| 3 Year | - | 14.02% |
| 5 Year | - | 16.46% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.73% | 2.04% |
| 1 Year | 8.57% | 11.34% |
| 3 Year | - | 13.42% |
| 5 Year | - | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.94% | 11.35% |
| 3 Year | - | 12.07% |
| 5 Year | - | 12.24% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.12% |
| Sharp | - | 0.51% |
| Beta | - | 0.93% |
| Alpha | - | -1.55% |
Fund Managers
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Vishal Chopda |
| Total AUM | ₹520687 Cr | ₹6487 Cr |
| Funds Managed | 40 | 3 |
| HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.6 | 6.95 |
| Large Cap | 61.14 | 73.59 |
| Mid Cap | 14.21 | 10 |
| Small Cap | 17.05 | 9.46 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.01 | 2.07 |
| Consumer Defensive | 32.64 | 23.36 |
| Consumer Cyclical | 46.15 | 41.66 |
| Basic Materials | 4.37 | 3.22 |
| Healthcare | 3.75 | 3.27 |
| Industrials | 2.77 | 6.8 |
| Communication Services | 3.73 | 10.79 |
| Financial Services | 2.58 | 5.07 |
| Technology | - | 1.61 |
| Real Estate | - | 2.15 |
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