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) | ₹2801 Cr | ₹735 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 | -1.26% | -0.28% |
| 6 Month | 2.16% | 5.66% |
| 1 Year | 0.08% | 0.9% |
| 3 Year | 14.79% | 14.1% |
| 5 Year | 20.28% | 14.99% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.03% | 1.77% |
| 1 Year | 5.48% | 12.09% |
| 3 Year | 11.89% | 13.16% |
| 5 Year | 15.39% | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.03% | 11.31% |
| 3 Year | 14.02% | 12.1% |
| 5 Year | 13.5% | 12.27% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.43% | 14.05% |
| Sharp | 0.65% | 0.55% |
| Beta | 0.90% | 0.95% |
| Alpha | 0.90% | -0.45% |
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 | 1.74 | 2.05 |
| Large Cap | 72.54 | 69.7 |
| Small Cap | 10.16 | 8.07 |
| Mid Cap | 15.56 | 20.17 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.74 | 2.05 |
| Consumer Durables | 11.1 | 14.74 |
| Retailing | 15.45 | 16.47 |
| Diversified FMCG | 14.06 | 7.16 |
| Automobiles | 23.55 | 21.01 |
| Personal Products | 6.35 | 3.2 |
| Miscellaneous | 0.36 | - |
| Agricultural Food & other Products | 2.22 | 2.54 |
| Beverages | 6.19 | 3.12 |
| Leisure Services | 4.27 | 2.26 |
| Telecom - Services | 6.35 | 8.18 |
| Financial Technology (Fintech) | 1.07 | 0.67 |
| Transport Services | 3.38 | - |
| Textiles & Apparels | 1.52 | 1.06 |
| Food Products | 2.39 | 3.38 |
| Industrial Products | - | 3.36 |
| Banks | - | 1.61 |
| Realty | - | 2.15 |
| Finance | - | 1.99 |
| Healthcare Services | - | 3.27 |
| Entertainment | - | 0.97 |
| Insurance | - | 0.8 |
Top Comparisons
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.14%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns22.37%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.64%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.95%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.86%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns16.52%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.39%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.73%