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 | 3.75% | 4.83% |
6 Month | -6.34% | -5.45% |
1 Year | 7.37% | 5.76% |
3 Year | - | 13.47% |
5 Year | - | 18.37% |
SIP Return Analysis
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.47% | 1.08% |
1 Year | -3.97% | -6.05% |
3 Year | - | 13.79% |
5 Year | - | 14.41% |
Rolling Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 38.35% | 12.3% |
3 Year | - | 11.78% |
5 Year | - | 11.87% |
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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