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)	₹6363 Cr	₹719 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	1.39%	1.89%
6 Month	6.32%	8.62%
1 Year	3.82%	3.27%
3 Year	14.37%	13.52%
5 Year	20.49%	17.82%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	1%	2.09%
1 Year	8.99%	9.89%
3 Year	13.21%	13.2%
5 Year	14.33%	13.15%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	15.82%	11.63%
3 Year	15.78%	12.05%
5 Year	17.08%	12.22%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	13.16%	14.12%
Sharp	0.60%	0.51%
Beta	0.92%	0.93%
Alpha	-0.86%	-1.55%

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	3.28	6.98
Mid Cap	16.36	9.2
Small Cap	12.2	9.72
Large Cap	68.16	74.1

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	0.98	3.1
Industrials	4.3	6.68
Consumer Defensive	25.07	23.79
Consumer Cyclical	37.57	42.34
Basic Materials	2.25	3.09
Financial Services	17.88	5.12
Healthcare	5.03	3.26
Real Estate	0.54	2.03
Communication Services	6.39	10.33
Technology	-	0.25