Kotak Consumption Fund vs UTI India Consumer Fund compare
Kotak Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak 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) | ₹1373 Cr | ₹696 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 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 | 2.12 | 2.44 |
Manager | Abhishek Bisen | Vishal Chopda |
ISIN Code | INF174KA1PM5 | INF789F01CE6 |
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 | 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 | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.43% | 3.41% |
6 Month | 19.56% | 16.77% |
1 Year | 2% | -4.3% |
3 Year | - | 13.4% |
5 Year | - | 16.64% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.42% | 5.14% |
1 Year | 15.51% | 8.14% |
3 Year | - | 14.46% |
5 Year | - | 14.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.66% | 11.82% |
3 Year | - | 11.96% |
5 Year | - | 12.16% |
Risk Management
Scheme Name | Kotak 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 | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Vishal Chopda |
Total AUM | ₹0 Cr | ₹6487 Cr |
Funds Managed | 33 | 3 |
Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.74 | 4.94 |
Large Cap | 55.47 | 74.18 |
Mid Cap | 6.85 | 9.71 |
Small Cap | 29.94 | 11.17 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.09 | 1.47 |
Communication Services | 12.77 | 10.79 |
Basic Materials | 4.42 | 3.32 |
Consumer Cyclical | 40.67 | 41.9 |
Consumer Defensive | 28.31 | 24.67 |
Healthcare | 7.42 | 3.27 |
Industrials | 5.32 | 6.78 |
Financial Services | - | 5.79 |
Real Estate | - | 2 |
Top Comparisons
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns15.36%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.56%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.9%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.75%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns19.15%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.06%