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) | ₹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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