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HDFC Non vs UTI India Consumer Fund compare

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

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹970 Cr ₹686 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 0.95% 2.57%
6 Month -4.2% -2.03%
1 Year 4.72% 1.35%
3 Year - 17.09%
5 Year - 17.83%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 4.66% 6.87%
1 Year 0.87% 3.15%
3 Year - 14.52%
5 Year - 14.57%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 25.24% 12.01%
3 Year - 11.84%
5 Year - 12.05%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 15.17%
Sharp - 0.76%
Beta - 0.95%
Alpha - -2.04%

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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 6.1 3.68
Small Cap 18.07 11.6
Large Cap 63.36 75.77
Mid Cap 12.47 8.96

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.92 1.93
Technology 0 -
Consumer Defensive 34.36 27.95
Consumer Cyclical 45.53 41.6
Basic Materials 4.81 0
Healthcare 3.51 3.05
Industrials 2.88 7.22
Communication Services 4.09 11.06
Financial Services 2.91 5.08
Real Estate - 2.11

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