Compare UTI India Consumer Fund vs HSBC Consumption Fund
UTI India Consumer Fund
EquityThematic-Consumption
HSBC Consumption Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.42
2.2
NAV
₹59.74
₹15.25
Fund Started
02 Jul 2007
10 Aug 2023
Fund Size
₹678.01 Cr
₹1697.52 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
1 Year
-9.37%
-3.36%
3 Year
7.44%
12.66%
5 Year
5.97%
-
Equity
98.04%
98.11%
Cash
1.95%
1.89%
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 9.40% |
Mahindra & Mahindra Ltd. | 9.22% |
Titan Company Ltd. | 7.43% |
Bharti Airtel Ltd. | 5.60% |
Maruti Suzuki India Ltd. | 5.23% |
Eicher Motors Ltd. | 4.66% |
Trent Ltd. | 4.03% |
TVS Motor Company Ltd. | 3.66% |
Nestle India Ltd. | 3.10% |
Tata Consumer Products Ltd. | 2.86% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.00% |
Radico Khaitan Ltd. | 4.99% |
Bharti Airtel Ltd. | 4.50% |
Titan Company Ltd. | 4.23% |
Maruti Suzuki India Ltd. | 4.12% |
Milky Mist Dairy Food Ltd. | 3.37% |
Ather Energy Ltd. | 3.25% |
Varun Beverages Ltd. | 3.25% |
TVS Motor Company Ltd. | 3.19% |
Global Health Ltd. | 3.09% |
Name
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-
Start Date
-
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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 to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Launch Date
02 Jul 2007
10 Aug 2023
