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) | ₹1795 Cr | ₹738 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 | 0.65% | 0.14% |
| 6 Month | 1.23% | 3.69% |
| 1 Year | -0.8% | 3.47% |
| 3 Year | - | 15.91% |
| 5 Year | - | 13.4% |
SIP Return Analysis
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.84% | 1.12% |
| 1 Year | 8.48% | 10.85% |
| 3 Year | - | 12.39% |
| 5 Year | - | 12.65% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 11.23% |
| 3 Year | - | 12.14% |
| 5 Year | - | 12.3% |
Risk Management
| Scheme Name | HSBC Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.1% |
| Sharp | - | 0.62% |
| Beta | - | 0.97% |
| Alpha | - | -2.83% |
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 | 3.6 | 2.56 |
| Small Cap | 27.21 | 7.62 |
| Mid Cap | 27.53 | 21.61 |
| Large Cap | 41.66 | 68.19 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.6 | 2.56 |
| Food Products | 3.07 | 2.53 |
| Retailing | 10.85 | 14.05 |
| Diversified FMCG | 3.51 | 6.95 |
| Paper, Forest & Jute Products | 0.91 | - |
| Automobiles | 13.62 | 22.8 |
| Consumer Durables | 18.66 | 15.89 |
| Healthcare Equipment & Supplies | 0.17 | - |
| Personal Products | 2.69 | 2.8 |
| Commercial Services & Supplies | 0.9 | - |
| Beverages | 8.53 | 3.17 |
| Agricultural, Commercial & Construction Vehicles | 1.01 | - |
| Capital Markets | 7.57 | - |
| Cigarettes & Tobacco Products | 0.43 | - |
| Realty | 2.77 | 2.21 |
| Telecom - Services | 6.26 | 8.33 |
| Financial Technology (Fintech) | 1.77 | 0.68 |
| Agricultural Food & other Products | 1.64 | 2.54 |
| Healthcare Services | 4.04 | 3.14 |
| Leisure Services | 5.93 | 2.53 |
| Industrial Products | 0.54 | 3.28 |
| Auto Components | 0.85 | - |
| Industrial Manufacturing | 0.68 | - |
| Banks | - | 1.64 |
| Finance | - | 2.02 |
| Textiles & Apparels | - | 1.02 |
| Entertainment | - | 1.01 |
| Insurance | - | 0.83 |
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