Kotak Consumption Fund vs HDFC Non compare
Kotak Consumption Fund - Regular (G)
HDFC Non-Cyclical Consumer Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1562 Cr | ₹1059 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Nov 2023 | 12 Jul 2023 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
| Turn Over | % | % |
| Expense Ratio | 2.12 | 2.3 |
| Manager | Abhishek Bisen | Dhruv Muchhal |
| ISIN Code | INF174KA1PM5 | INF179KC1GR6 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.98% | -0.53% |
| 6 Month | 14.58% | 6.21% |
| 1 Year | 9.9% | 2.41% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.17% | 2.46% |
| 1 Year | 24.64% | 12.36% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.45% | 11.94% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Name | Abhishek Bisen | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Funds Managed | 33 | 40 |
| Kotak Consumption Fund - Regular (G) | HDFC Non-Cyclical Consumer Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 8.13 | 7.6 |
| Large Cap | 57.31 | 61.14 |
| Small Cap | 28.11 | 17.05 |
| Mid Cap | 6.45 | 14.21 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
|---|---|---|
| Others | 2.52 | 4.01 |
| Communication Services | 11.16 | 3.73 |
| Basic Materials | 5.19 | 4.37 |
| Consumer Cyclical | 40.58 | 46.15 |
| Consumer Defensive | 29.73 | 32.64 |
| Healthcare | 5.93 | 3.75 |
| Industrials | 4.88 | 2.77 |
| Financial Services | - | 2.58 |
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