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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) ₹1082 Cr ₹738 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 -3.17% -1.81%
6 Month 1.92% 4.27%
1 Year -3.75% 1.1%
3 Year - 14.38%
5 Year - 13.77%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month -1.92% 1.7%
1 Year 5.37% 12.91%
3 Year - 12.98%
5 Year - 12.9%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 11.94% 11.27%
3 Year - 12.11%
5 Year - 12.28%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 12.1%
Sharp - 0.62%
Beta - 0.97%
Alpha - -2.83%

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 8.85 7.39
Large Cap 66.54 72.22
Mid Cap 10.79 11.44
Small Cap 13.82 8.95

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.23 2.58
Consumer Cyclical 44.47 43.01
Consumer Defensive 32.41 20.43
Basic Materials 5.83 3.53
Healthcare 5.38 3.14
Technology 2.69 2.2
Communication Services 5.08 10.91
Financial Services 2.02 5.17
Industrials 1.89 6.81
Real Estate - 2.21

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