Kotak Consumption Fund vs UTI India Consumer Fund compare

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Kotak 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	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)	₹1231 Cr	₹675 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

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	3.02%	4.83%
6 Month	-5.3%	-5.45%
1 Year	13.21%	5.76%
3 Year	-	13.47%
5 Year	-	18.37%

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	-0.69%	1.08%
1 Year	-4.71%	-6.05%
3 Year	-	13.79%
5 Year	-	14.41%

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	28.26%	12.3%
3 Year	-	11.78%
5 Year	-	11.87%

Scheme Name	Kotak 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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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

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	3.37	2.73
Small Cap	29.06	11
Large Cap	60.18	73.77
Mid Cap	7.38	12.5

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	2.03	2.17
Basic Materials	1.72	1.74
Consumer Cyclical	38.7	41.37
Technology	0	-
Industrials	7.04	6.51
Consumer Defensive	28.95	26.65
Communication Services	12.25	11.44
Healthcare	9.04	2.89
Real Estate	0.28	2.33
Financial Services	-	4.9