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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) ₹1480 Cr ₹675 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 2.59% 0.93%
6 Month -7.61% -4.7%
1 Year 6% -0.16%
3 Year - 17.16%
5 Year - 17.99%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 5.69% 4.57%
1 Year 1.58% -2.36%
3 Year - 13.25%
5 Year - 13.85%

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 - 15.355%
Sharp - 0.317%
Beta - 0.933%
Alpha - -1.363%

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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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