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HSBC Consumption Fund vs UTI India Consumer Fund compare
HSBC Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Consumption 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) | ₹1480 Cr | ₹675 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 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 | 2.08 | 2.44 |
| Manager | Gautam Bhupal | Vishal Chopda |
| ISIN Code | INF336L01RC6 | INF789F01CE6 |
| Exits Load | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.54% | -0.84% |
| 6 Month | -7.66% | -3.62% |
| 1 Year | 4.96% | -0.56% |
| 3 Year | - | 18.51% |
| 5 Year | - | 18.27% |
SIP Return Analysis
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.69% | 4.57% |
| 1 Year | 1.58% | -2.36% |
| 3 Year | - | 13.25% |
| 5 Year | - | 13.85% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.63% | 12.01% |
| 3 Year | - | 11.84% |
| 5 Year | - | 12.05% |
Risk Management
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.355% |
| Sharp | - | 0.317% |
| Beta | - | 0.933% |
| Alpha | - | -1.363% |
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Fund Managers
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Gautam Bhupal | Vishal Chopda |
| Total AUM | ₹25949 Cr | ₹6487 Cr |
| Funds Managed | 13 | 3 |
| HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.75 | 2.73 |
| Small Cap | 40.26 | 11 |
| Large Cap | 37.95 | 73.77 |
| Mid Cap | 17.04 | 12.5 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.89 | 2.17 |
| Consumer Defensive | 21.23 | 26.65 |
| Consumer Cyclical | 38.15 | 41.37 |
| Healthcare | 7 | 2.89 |
| Basic Materials | 1.86 | 1.74 |
| Financial Services | 9.47 | 4.9 |
| Industrials | 3.64 | 6.51 |
| Communication Services | 6.66 | 11.44 |
| Real Estate | 4.37 | 2.33 |
| Technology | 3.72 | - |
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