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Compare UTI India Consumer Fund vs Nippon India Consumption Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.45 | 2.01 |
NAV | ₹55.39 | ₹194.81 |
Fund Started | 02 Jul 2007 | 16 Sep 2004 |
Fund Size | ₹651.45 Cr | ₹2182.72 Cr |
Exit Load | Exit load of 1% if redeemed within 30 days. | Exit load of 1% if redeemed within 1 month. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.45
2.01
NAV
₹55.39
₹194.81
Fund Started
02 Jul 2007
16 Sep 2004
Fund Size
₹651.45 Cr
₹2182.72 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 1% if redeemed within 1 month.
Returns
1 Year | 6.56% | 9.21% |
3 Year | 14.96% | 20.87% |
5 Year | 19.72% | 28.10% |
1 Year
6.56%
9.21%
3 Year
14.96%
20.87%
5 Year
19.72%
28.10%
Holding Analysis
Equity | 97.20% | 98.87% |
Cash | 2.78% | 1.13% |
Equity
97.20%
98.87%
Cash
2.78%
1.13%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.90% |
Maruti Suzuki India Ltd. | 5.75% |
Trent Ltd. | 4.90% |
Avenue Supermarts Ltd. | 4.83% |
Mahindra & Mahindra Ltd. | 4.62% |
Godrej Consumer Products Ltd. | 4.29% |
ITC Ltd. | 4.13% |
Hindustan Unilever Ltd. | 3.81% |
Nestle India Ltd. | 3.23% |
Eicher Motors Ltd. | 3.04% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.98% |
Hindustan Unilever Ltd. | 6.91% |
Mahindra & Mahindra Ltd. | 5.80% |
ITC Ltd. | 5.35% |
Avenue Supermarts Ltd. | 4.95% |
Godrej Consumer Products Ltd. | 4.69% |
Berger Paints India Ltd. | 3.51% |
Havells India Ltd. | 3.44% |
United Spirits Ltd. | 3.31% |
United Breweries Ltd. | 3.28% |
Fund Manager
Name | Vishal Chopda | Akshay Sharma |
Start Date | 02 May 2022 | 01 Dec 2022 |
Name
Vishal Chopda
Akshay Sharma
Start Date
02 May 2022
01 Dec 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle. | The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. |
Launch Date | 02 Jul 2007 | 16 Sep 2004 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle.
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Launch Date
02 Jul 2007
16 Sep 2004