Aditya Birla Sun Life India Gennext Fund vs UTI India Consumer Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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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