UTI India Consumer Fund vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2783 Cr | ₹738 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Oct 2004 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 35% | 17% |
| Expense Ratio | 2.01 | 2.44 |
| Manager | Amar Kalkundrikar | Vishal Chopda |
| ISIN Code | INF204K01AQ4 | INF789F01CE6 |
| Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.66% | -1.81% |
| 6 Month | -0.15% | 4.27% |
| 1 Year | -0.17% | 1.1% |
| 3 Year | 14.4% | 14.38% |
| 5 Year | 18.21% | 13.77% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.85% | 1.7% |
| 1 Year | 4.45% | 12.91% |
| 3 Year | 11.25% | 12.98% |
| 5 Year | 14.84% | 12.9% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.99% | 11.27% |
| 3 Year | 14.05% | 12.11% |
| 5 Year | 13.52% | 12.28% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.84% | 12.1% |
| Sharp | 0.71% | 0.62% |
| Beta | 0.9% | 0.97% |
| Alpha | -1.05% | -2.83% |
Fund Managers
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amar Kalkundrikar | Vishal Chopda |
| Total AUM | ₹19671 Cr | ₹6487 Cr |
| Funds Managed | 4 | 3 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.98 | 7.39 |
| Large Cap | 73.76 | 72.22 |
| Small Cap | 6.22 | 8.95 |
| Mid Cap | 15.04 | 11.44 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.75 | 2.58 |
| Basic Materials | 5 | 3.53 |
| Consumer Cyclical | 45.38 | 43.01 |
| Consumer Defensive | 34.51 | 20.43 |
| Industrials | 5.45 | 6.81 |
| Technology | 0.29 | 2.2 |
| Communication Services | 6.53 | 10.91 |
| Financial Services | 1.1 | 5.17 |
| Real Estate | - | 2.21 |
| Healthcare | - | 3.14 |
Top Comparisons
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
UTI-Dividend Yield Fund.-Growth
3Y Returns20.18%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.09%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.5%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns17.72%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%