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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) | ₹1593 Cr | ₹696 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 | -0.25% | 0.18% |
| 6 Month | 13.26% | 7.9% |
| 1 Year | 5.91% | -3% |
| 3 Year | - | 12.42% |
| 5 Year | - | 16.94% |
SIP Return Analysis
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.99% | 3.75% |
| 1 Year | 5.26% | -0.89% |
| 3 Year | - | 12.05% |
| 5 Year | - | 12.87% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.64% | 11.82% |
| 3 Year | - | 11.96% |
| 5 Year | - | 12.16% |
Risk Management
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.33% |
| Sharp | - | 0.51% |
| Beta | - | 0.92% |
| Alpha | - | -1.92% |
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 | 4.3 | 4.94 |
| Small Cap | 40.15 | 11.17 |
| Large Cap | 40.53 | 74.18 |
| Mid Cap | 15.02 | 9.71 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.63 | 1.47 |
| Consumer Defensive | 22.33 | 24.67 |
| Consumer Cyclical | 37.12 | 41.9 |
| Healthcare | 6.28 | 3.27 |
| Basic Materials | 1.57 | 3.32 |
| Financial Services | 11.19 | 5.79 |
| Industrials | 3.44 | 6.78 |
| Communication Services | 6.71 | 10.79 |
| Real Estate | 3.98 | 2 |
| Technology | 3.77 | - |
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