HSBC Consumption Fund vs UTI India Consumer Fund compare

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HSBC Consumption Fund - Regular (G)

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UTI India Consumer Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1645 Cr	₹717 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

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	-0.76%	0.32%
6 Month	10.89%	10.39%
1 Year	1.06%	-1.06%
3 Year	-	15.07%
5 Year	-	18.51%

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	4.12%	5.02%
1 Year	15.55%	16.79%
3 Year	-	15.73%
5 Year	-	14.68%

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	11.12%	11.63%
3 Year	-	12.05%
5 Year	-	12.22%

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	-	14.12%
Sharp	-	0.45%
Beta	-	0.92%
Alpha	-	-2.20%

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

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	4.16	6.98
Small Cap	37.73	9.72
Large Cap	43.45	74.1
Mid Cap	14.66	9.2

Scheme Name	HSBC Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	3.66	3.1
Consumer Defensive	20.43	23.79
Consumer Cyclical	42.48	42.34
Healthcare	5.58	3.26
Basic Materials	0.91	3.09
Financial Services	11.04	5.12
Industrials	3.76	6.68
Communication Services	5.91	10.33
Real Estate	2.91	2.03
Technology	3.31	0.25