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) | ₹1069 Cr | ₹737 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 | -4.64% | -6.4% |
| 6 Month | -6.13% | -2.92% |
| 1 Year | 0.67% | 1.58% |
| 3 Year | - | 14.22% |
| 5 Year | - | 11.39% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.81% | -6.76% |
| 1 Year | -6.49% | -4.87% |
| 3 Year | - | 6.99% |
| 5 Year | - | 9.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.79% | 11.21% |
| 3 Year | - | 12.16% |
| 5 Year | - | 12.31% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.76% |
| Sharp | - | 0.64% |
| Beta | - | 0.94% |
| Alpha | - | -0.22% |
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 | 10.72 | 8.54 |
| Large Cap | 66.87 | 71.71 |
| Mid Cap | 9.15 | 11.26 |
| Small Cap | 13.26 | 8.5 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.72 | 3.37 |
| Consumer Cyclical | 45.32 | 43.27 |
| Consumer Defensive | 32.67 | 20.46 |
| Basic Materials | 5.77 | 3.39 |
| Healthcare | 5.09 | 2.95 |
| Technology | 1.43 | 2.11 |
| Communication Services | 5.04 | 10.94 |
| Financial Services | 1.71 | 4.27 |
| Industrials | 1.26 | 6.88 |
| Real Estate | - | 2.36 |
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