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UTI India Consumer Fund vs HSBC Consumption Fund compare

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tortoise-icon HSBC 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 HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Fund HSBC 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) ₹1517 Cr ₹686 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Aug 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 2.08 2.44
Manager Gautam Bhupal Vishal Chopda
ISIN Code INF336L01RC6 INF789F01CE6
Exits Load HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 4.67% 3.72%
6 Month -2.68% 1.2%
1 Year 7.36% 2.29%
3 Year - 18.24%
5 Year - 18.25%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 9.65% 8.67%
1 Year 7.89% 4.97%
3 Year - 15.66%
5 Year - 15.23%

Rolling Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 23.63% 12.01%
3 Year - 11.84%
5 Year - 12.05%

Risk Management

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 15.53%
Sharp - 0.56%
Beta - 0.95%
Alpha - -2.04%

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Fund Managers

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Name Gautam Bhupal Vishal Chopda
Total AUM ₹25949 Cr ₹6487 Cr
Funds Managed 13 3
HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 4.75 2.73
Small Cap 40.26 11
Large Cap 37.95 73.77
Mid Cap 17.04 12.5

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 3.89 2.17
Consumer Defensive 21.23 26.65
Consumer Cyclical 38.15 41.37
Healthcare 7 2.89
Basic Materials 1.86 1.74
Financial Services 9.47 4.9
Industrials 3.64 6.51
Communication Services 6.66 11.44
Real Estate 4.37 2.33
Technology 3.72 -

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