UTI India Consumer Fund vs HSBC Consumption Fund compare
HSBC Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1624 Cr | ₹696 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 | 1.24% | 2.49% |
6 Month | 17.08% | 11.61% |
1 Year | 6.24% | -1.97% |
3 Year | - | 12.58% |
5 Year | - | 16.99% |
SIP Return Analysis
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.88% | 3.47% |
1 Year | 6.78% | 1.28% |
3 Year | - | 12.68% |
5 Year | - | 13.2% |
Rolling Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.64% | 11.82% |
3 Year | - | 11.96% |
5 Year | - | 12.16% |
Risk Management
Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.33% |
Sharp | - | 0.51% |
Beta | - | 0.92% |
Alpha | - | -1.92% |
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 | 4.3 | 4.94 |
Small Cap | 40.15 | 11.17 |
Large Cap | 40.53 | 74.18 |
Mid Cap | 15.02 | 9.71 |
Sector Allocation
Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.63 | 1.47 |
Consumer Defensive | 22.33 | 24.67 |
Consumer Cyclical | 37.12 | 41.9 |
Healthcare | 6.28 | 3.27 |
Basic Materials | 1.57 | 3.32 |
Financial Services | 11.19 | 5.79 |
Industrials | 3.44 | 6.78 |
Communication Services | 6.71 | 10.79 |
Real Estate | 3.98 | 2 |
Technology | 3.77 | - |
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