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Aditya Birla Sun Life India Gennext Fund vs UTI India Consumer Fund compare

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tortoise-icon Aditya Birla Sun Life Consumption Fund-Growth Option

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tortoise-icon 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 Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6277 Cr ₹711 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 17%
Expense Ratio 1.85 2.44
Manager Dhaval Joshi Vishal Chopda
ISIN Code INF209K01447 INF789F01CE6
Exits Load Aditya Birla Sun Life India GenNext Fund - Regular Plan - 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 Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -0.66% -1.62%
6 Month 7.29% 3.61%
1 Year -0.57% -4.33%
3 Year 15.92% 13.65%
5 Year 21.11% 17.29%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 5.31% 3.6%
1 Year 5.71% -0.51%
3 Year 15.48% 13.15%
5 Year 16.45% 13.73%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16% 11.82%
3 Year 15.82% 11.96%
5 Year 16.98% 12.16%

Risk Management

Scheme Name Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 11.81% 15.17%
Sharp 0.99% 0.76%
Beta 0.88% 0.95%
Alpha 0.15% -2.04%

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Fund Managers

Scheme Name Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Name Dhaval Joshi Vishal Chopda
Total AUM ₹361932 Cr ₹6487 Cr
Funds Managed 55 3
Aditya Birla Sun Life Consumption Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Consumption Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 3.79 4.92
Mid Cap 16.29 9.64
Small Cap 13.43 11.48
Large Cap 66.49 73.96

Sector Allocation

Scheme Name

Aditya Birla Sun Life Consumption Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.73 2.17
Industrials 3.93 7.01
Consumer Defensive 25.1 25.66
Consumer Cyclical 36.05 43.04
Basic Materials 1.79 0.58
Financial Services 19.19 5.01
Healthcare 5.67 3.03
Real Estate 0.55 2.07
Communication Services 6.98 11.43

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