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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) | ₹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 | 2.84% | 1.89% |
| 6 Month | 15.07% | 8.62% |
| 1 Year | 9.16% | 3.27% |
| 3 Year | - | 13.52% |
| 5 Year | - | 17.82% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.75% | 2.09% |
| 1 Year | 15.31% | 9.89% |
| 3 Year | - | 13.2% |
| 5 Year | - | 13.15% |
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 | 6.98 |
| Large Cap | 57.31 | 74.1 |
| Small Cap | 28.11 | 9.72 |
| Mid Cap | 6.45 | 9.2 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.52 | 3.1 |
| Communication Services | 11.16 | 10.33 |
| Basic Materials | 5.19 | 3.09 |
| Consumer Cyclical | 40.58 | 42.34 |
| Consumer Defensive | 29.73 | 23.79 |
| Healthcare | 5.93 | 3.26 |
| Industrials | 4.88 | 6.68 |
| Financial Services | - | 5.12 |
| Technology | - | 0.25 |
| Real Estate | - | 2.03 |
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