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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) | ₹1709 Cr | ₹735 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 | -0.22% | -0.46% |
| 6 Month | 9.2% | 5.66% |
| 1 Year | 7.08% | 1.65% |
| 3 Year | - | 14.11% |
| 5 Year | - | 14.28% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.25% | 1.7% |
| 1 Year | 17.84% | 12.91% |
| 3 Year | - | 12.98% |
| 5 Year | - | 12.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.45% | 11.31% |
| 3 Year | - | 12.1% |
| 5 Year | - | 12.27% |
Risk Management
| Scheme Name | Kotak 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 | 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 | 12.7 | 7.39 |
| Large Cap | 51.02 | 72.22 |
| Small Cap | 30.24 | 8.95 |
| Mid Cap | 6.05 | 11.44 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.73 | 2.58 |
| Communication Services | 11.88 | 10.91 |
| Basic Materials | 9.24 | 3.53 |
| Consumer Cyclical | 36.14 | 43.01 |
| Consumer Defensive | 27.66 | 20.43 |
| Healthcare | 6.07 | 3.14 |
| Industrials | 5.07 | 6.81 |
| Technology | 2.21 | 2.2 |
| Financial Services | - | 5.17 |
| Real Estate | - | 2.21 |
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