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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) | ₹1795 Cr | ₹738 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 | -2.62% | -1.81% |
| 6 Month | 2.71% | 4.27% |
| 1 Year | -4.79% | 1.1% |
| 3 Year | - | 14.38% |
| 5 Year | - | 13.77% |
SIP Return Analysis
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.05% | 1.7% |
| 1 Year | 9.23% | 12.91% |
| 3 Year | - | 12.98% |
| 5 Year | - | 12.9% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 11.27% |
| 3 Year | - | 12.11% |
| 5 Year | - | 12.28% |
Risk Management
| Scheme Name | HSBC Consumption 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 | 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 | 6.83 | 7.39 |
| Small Cap | 36.96 | 8.95 |
| Large Cap | 42.72 | 72.22 |
| Mid Cap | 13.48 | 11.44 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.65 | 2.58 |
| Consumer Defensive | 20.56 | 20.43 |
| Consumer Cyclical | 42.1 | 43.01 |
| Healthcare | 4.99 | 3.14 |
| Real Estate | 3.67 | 2.21 |
| Industrials | 4.87 | 6.81 |
| Financial Services | 9.33 | 5.17 |
| Technology | 4.56 | 2.2 |
| Communication Services | 6.26 | 10.91 |
| Basic Materials | - | 3.53 |
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