UTI India Consumer Fund vs Kotak Consumption Fund compare

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Kotak Consumption Fund - Regular (G)

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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)	₹1768 Cr	₹738 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

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	-4.29%	-1.27%
6 Month	2.32%	3.49%
1 Year	3.22%	3.76%
3 Year	-	15.69%
5 Year	-	12.42%

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	-2.65%	-0.38%
1 Year	6.39%	7.43%
3 Year	-	10.82%
5 Year	-	11.76%

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	10.55%	11.23%
3 Year	-	12.14%
5 Year	-	12.31%

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	-	12.1%
Sharp	-	0.7%
Beta	-	0.97%
Alpha	-	-2.76%

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

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	0.6	7.39
Large Cap	47.52	72.22
Small Cap	30.33	8.95
Mid Cap	21.55	11.44

Scheme Name	Kotak Consumption Fund - Regular (G)	UTI India Consumer Fund - Regular Plan - Growth Option
Others	0.6	2.58
Telecom - Services	7.78	-
Pharmaceuticals & Biotechnology	7.11	-
Retailing	16.48	-
Personal Products	6.52	-
Printing & Publication	0.3	-
Automobiles	17.79	-
Consumer Durables	11.74	-
Healthcare Equipment & Supplies	0.41	-
Diversified FMCG	9.4	-
Entertainment	3.28	-
Food Products	4.15	-
Auto Components	2.07	-
Agricultural, Commercial & Construction Vehicles	1.74	-
Leisure Services	3.48	-
Beverages	5.18	-
Healthcare Services	0.9	-
Granites & Marbles	1.07	-
Industrials	-	6.81
Consumer Cyclical	-	43.01
Basic Materials	-	3.53
Consumer Defensive	-	20.43
Financial Services	-	5.17
Technology	-	2.2
Real Estate	-	2.21
Communication Services	-	10.91
Healthcare	-	3.14