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UTI India Consumer Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak 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) | ₹1248 Cr | ₹686 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 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 | 2.12 | 2.44 |
| Manager | Abhishek Bisen | Vishal Chopda |
| ISIN Code | INF174KA1PM5 | INF789F01CE6 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.61% | 2.57% |
| 6 Month | -2.29% | -2.03% |
| 1 Year | 7.89% | 1.35% |
| 3 Year | - | 17.09% |
| 5 Year | - | 17.83% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.15% | 6.87% |
| 1 Year | 5.77% | 3.15% |
| 3 Year | - | 14.52% |
| 5 Year | - | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.93% | 12.01% |
| 3 Year | - | 11.84% |
| 5 Year | - | 12.05% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.17% |
| Sharp | - | 0.76% |
| Beta | - | 0.95% |
| Alpha | - | -2.04% |
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Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Vishal Chopda |
| Total AUM | ₹0 Cr | ₹6487 Cr |
| Funds Managed | 33 | 3 |
| Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4 | 3.68 |
| Large Cap | 57.54 | 75.77 |
| Mid Cap | 9.06 | 8.96 |
| Small Cap | 29.4 | 11.6 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.25 | 1.93 |
| Basic Materials | 4.46 | 0 |
| Consumer Cyclical | 40.19 | 41.6 |
| Consumer Defensive | 25.03 | 27.95 |
| Communication Services | 13.97 | 11.06 |
| Healthcare | 9.28 | 3.05 |
| Industrials | 6.82 | 7.22 |
| Financial Services | - | 5.08 |
| Real Estate | - | 2.11 |
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