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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) ₹1699 Cr ₹719 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 -0.14% -0.15%
6 Month 9.4% 6.87%
1 Year 1.55% 2.24%
3 Year - 13.23%
5 Year - 16.84%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 3.09% 3.83%
1 Year 12.39% 12.81%
3 Year - 14.54%
5 Year - 13.87%

Rolling Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 11.12% 11.63%
3 Year - 12.05%
5 Year - 12.22%

Risk Management

Scheme Name HSBC Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation - 14.12%
Sharp - 0.51%
Beta - 0.93%
Alpha - -1.55%

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 4.16 6.95
Small Cap 37.73 9.46
Large Cap 43.45 73.59
Mid Cap 14.66 10

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 3.66 2.07
Consumer Defensive 20.43 23.36
Consumer Cyclical 42.48 41.66
Healthcare 5.58 3.27
Basic Materials 0.91 3.22
Financial Services 11.04 5.07
Industrials 3.76 6.8
Communication Services 5.91 10.79
Real Estate 2.91 2.15
Technology 3.31 1.61

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