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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) | ₹1488 Cr | ₹717 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 | 6.17% | 6.28% |
| 6 Month | 22.97% | 19.33% |
| 1 Year | 0.2% | -5.42% |
| 3 Year | - | 14.16% |
| 5 Year | - | 17.74% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.62% | 7.26% |
| 1 Year | 21.3% | 14.96% |
| 3 Year | - | 15.93% |
| 5 Year | - | 14.85% |
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 | - | 14.12% |
| Sharp | - | 0.46% |
| Beta | - | 0.89% |
| Alpha | - | -0.52% |
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 | 6.59 | 4.76 |
| Large Cap | 59.39 | 75.31 |
| Mid Cap | 5.81 | 9.05 |
| Small Cap | 28.2 | 10.87 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.43 | 1.36 |
| Communication Services | 11.94 | 10.44 |
| Basic Materials | 4.2 | 3.25 |
| Consumer Cyclical | 43.16 | 42.79 |
| Consumer Defensive | 28.84 | 24.67 |
| Healthcare | 6.32 | 3.24 |
| Industrials | 5.11 | 6.73 |
| Financial Services | - | 5.56 |
| Real Estate | - | 1.97 |
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