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UTI India Consumer Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak 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 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) ₹1562 Cr ₹719 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 0.15% -0.15%
6 Month 12.47% 6.87%
1 Year 7.37% 2.24%
3 Year - 13.23%
5 Year - 16.84%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 4.24% 2.04%
1 Year 18.4% 11.34%
3 Year - 13.42%
5 Year - 13.22%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 13.45% 11.63%
3 Year - 12.05%
5 Year - 12.22%

Risk Management

Scheme Name Kotak 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 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 8.13 6.95
Large Cap 57.31 73.59
Small Cap 28.11 9.46
Mid Cap 6.45 10

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

UTI India Consumer Fund - Regular Plan - Growth Option

Others 2.52 2.07
Communication Services 11.16 10.79
Basic Materials 5.19 3.22
Consumer Cyclical 40.58 41.66
Consumer Defensive 29.73 23.36
Healthcare 5.93 3.27
Industrials 4.88 6.8
Financial Services - 5.07
Technology - 1.61
Real Estate - 2.15

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