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) | ₹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 |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.28%
HSBC Focused Fund - Regular Growth
3Y Returns16.3%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.38%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.73%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.95%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.23%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.78%