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) | ₹2756 Cr | ₹717 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 | 4.47% | 5.07% |
6 Month | 18.06% | 18.68% |
1 Year | -4.96% | -4.21% |
3 Year | 15.81% | 12.98% |
5 Year | 23.05% | 17.42% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.23% | 7.26% |
1 Year | 15.16% | 14.96% |
3 Year | 17.27% | 15.93% |
5 Year | 19.08% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.24% | 11.82% |
3 Year | 13.51% | 11.96% |
5 Year | 13.42% | 12.16% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.41% | 14.12% |
Sharp | 0.72% | 0.46% |
Beta | 0.85% | 0.89% |
Alpha | 3.00% | -0.52% |
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 | 3.81 | 4.94 |
Large Cap | 68.77 | 74.18 |
Small Cap | 12.17 | 11.17 |
Mid Cap | 15.25 | 9.71 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.81 | 1.47 |
Basic Materials | 5.36 | 3.32 |
Consumer Cyclical | 42.3 | 41.9 |
Consumer Defensive | 32.44 | 24.67 |
Industrials | 7.72 | 6.78 |
Communication Services | 7.22 | 10.79 |
Financial Services | 1.14 | 5.79 |
Real Estate | - | 2 |
Healthcare | - | 3.27 |
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