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Kotak Consumption Fund vs UTI India Consumer Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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tortoise-icon 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) ₹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

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