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) | ₹1046 Cr | ₹717 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 | 3.55% | 5.91% |
6 Month | 19.28% | 19.63% |
1 Year | -3.13% | -5.12% |
3 Year | - | 14.04% |
5 Year | - | 17.52% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.25% | 7.26% |
1 Year | 16.58% | 14.96% |
3 Year | - | 15.93% |
5 Year | - | 14.85% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.92% | 11.82% |
3 Year | - | 11.96% |
5 Year | - | 12.16% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.12% |
Sharp | - | 0.46% |
Beta | - | 0.89% |
Alpha | - | -0.52% |
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 | 6.73 | 4.76 |
Large Cap | 61.62 | 75.31 |
Mid Cap | 14.14 | 9.05 |
Small Cap | 17.5 | 10.87 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.15 | 1.36 |
Consumer Defensive | 31.43 | 24.67 |
Consumer Cyclical | 48.23 | 42.79 |
Basic Materials | 4.61 | 3.25 |
Healthcare | 3.22 | 3.24 |
Industrials | 2.82 | 6.73 |
Communication Services | 3.82 | 10.44 |
Financial Services | 2.71 | 5.56 |
Real Estate | - | 1.97 |
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