Nippon India Consumption Fund vs UTI India Consumer Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2761 Cr | ₹737 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Oct 2004 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 35% | 17% |
| Expense Ratio | 2.01 | 2.44 |
| Manager | Amar Kalkundrikar | Vishal Chopda |
| ISIN Code | INF204K01AQ4 | INF789F01CE6 |
| Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.43% | -4.67% |
| 6 Month | -6% | -1.03% |
| 1 Year | 0.14% | 3.72% |
| 3 Year | 14.73% | 14.8% |
| 5 Year | 16.28% | 11.6% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.39% | -2.97% |
| 1 Year | -3.64% | 3.91% |
| 3 Year | 7.88% | 9.72% |
| 5 Year | 12.94% | 11.27% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.91% | 11.21% |
| 3 Year | 14.09% | 12.16% |
| 5 Year | 13.57% | 12.31% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.84% | 12.1% |
| Sharp | 0.74% | 0.7% |
| Beta | 0.92% | 0.97% |
| Alpha | -1.84% | -2.76% |
Fund Managers
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amar Kalkundrikar | Vishal Chopda |
| Total AUM | ₹19671 Cr | ₹6487 Cr |
| Funds Managed | 4 | 3 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.18 | 8.54 |
| Large Cap | 73.29 | 71.71 |
| Small Cap | 5.8 | 8.5 |
| Mid Cap | 13.74 | 11.26 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.26 | 3.37 |
| Basic Materials | 4.34 | 3.39 |
| Consumer Cyclical | 45.77 | 43.27 |
| Consumer Defensive | 34.01 | 20.46 |
| Industrials | 4.92 | 6.88 |
| Technology | 0.94 | 2.11 |
| Financial Services | 1.16 | 4.27 |
| Communication Services | 6.6 | 10.94 |
| Real Estate | - | 2.36 |
| Healthcare | - | 2.95 |
Top Comparisons
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.98%
Sundaram Flexicap Fund Regular Growth
3Y Returns13.82%
Kotak Savings Fund -Growth
3Y Returns6.88%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.04%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.76%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.06%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.11%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.86%