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) | ₹2802 Cr | ₹719 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 | -0.3% | 0.31% |
| 6 Month | 3.31% | 6.75% |
| 1 Year | 4.49% | 5.2% |
| 3 Year | 15.37% | 14.02% |
| 5 Year | 22.28% | 16.46% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.29% | 2.04% |
| 1 Year | 6.6% | 11.34% |
| 3 Year | 12.89% | 13.42% |
| 5 Year | 16.08% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.11% | 11.35% |
| 3 Year | 13.93% | 12.07% |
| 5 Year | 13.46% | 12.24% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.43% | 14.12% |
| Sharp | 0.65% | 0.51% |
| Beta | 0.89% | 0.93% |
| Alpha | 0.32% | -1.55% |
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 | 5.42 | 6.95 |
| Large Cap | 73.18 | 73.59 |
| Small Cap | 6.92 | 9.46 |
| Mid Cap | 14.48 | 10 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 2.07 |
| Basic Materials | 4.17 | 3.22 |
| Consumer Cyclical | 44.1 | 41.66 |
| Consumer Defensive | 34.82 | 23.36 |
| Industrials | 6.95 | 6.8 |
| Communication Services | 5.8 | 10.79 |
| Financial Services | 1.02 | 5.07 |
| Technology | - | 1.61 |
| Real Estate | - | 2.15 |
| Healthcare | - | 3.27 |
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