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

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Aditya Birla Sun Life Consumption Fund-Growth Option

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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)	₹6324 Cr	₹717 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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	3.69%	5.07%
6 Month	18.05%	18.68%
1 Year	-2.9%	-4.21%
3 Year	14.5%	12.98%
5 Year	20.67%	17.42%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	5.85%	7.26%
1 Year	14.95%	14.96%
3 Year	16.19%	15.93%
5 Year	16.28%	14.85%

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%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	11.81%	14.12%
Sharp	0.68%	0.46%
Beta	0.89%	0.89%
Alpha	-0.43%	-0.52%

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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	3.17	4.94
Mid Cap	16.22	9.71
Small Cap	13.02	11.17
Large Cap	67.59	74.18

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	0.82	1.47
Industrials	3.91	6.78
Consumer Defensive	25.8	24.67
Consumer Cyclical	35.76	41.9
Basic Materials	1.99	3.32
Financial Services	18.73	5.79
Healthcare	5.8	3.27
Real Estate	0.53	2
Communication Services	6.66	10.79