Canara Robeco Consumer Trends Fund vs UTI India Consumer Fund compare
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1925 Cr | ₹711 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Sep 2009 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | Nifty India Consumption TRI |
Turn Over | 32% | 17% |
Expense Ratio | 2.1 | 2.44 |
Manager | Shridatta Bhandwaldar | Vishal Chopda |
ISIN Code | INF760K01241 | INF789F01CE6 |
Exits Load | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 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 | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.25% | -1.62% |
6 Month | 7.91% | 3.61% |
1 Year | 0.23% | -4.33% |
3 Year | 17.47% | 13.65% |
5 Year | 22.07% | 17.29% |
SIP Return Analysis
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.12% | 3.6% |
1 Year | 7.3% | -0.51% |
3 Year | 16.97% | 13.15% |
5 Year | 17.8% | 13.73% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.84% | 11.82% |
3 Year | 16.86% | 11.96% |
5 Year | 17.53% | 12.16% |
Risk Management
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.36% | 15.17% |
Sharp | 1.07% | 0.76% |
Beta | 0.95% | 0.95% |
Alpha | 1.88% | -2.04% |
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Fund Managers
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Shridatta Bhandwaldar | Vishal Chopda |
Total AUM | ₹69491 Cr | ₹6487 Cr |
Funds Managed | 12 | 3 |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 12.45 | 4.92 |
Mid Cap | 20.95 | 9.64 |
Large Cap | 48.36 | 73.96 |
Small Cap | 18.25 | 11.48 |
Sector Allocation
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.27 | 2.17 |
Consumer Cyclical | 33.53 | 43.04 |
Financial Services | 32.71 | 5.01 |
Consumer Defensive | 15.06 | 25.66 |
Communication Services | 6.05 | 11.43 |
Healthcare | 1.79 | 3.03 |
Industrials | 4.89 | 7.01 |
Technology | 0.7 | - |
Real Estate | - | 2.07 |
Basic Materials | - | 0.58 |
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