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) | ₹2000 Cr | ₹735 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 | -0.06% | -0.28% |
| 6 Month | 2.99% | 5.66% |
| 1 Year | 1.74% | 0.9% |
| 3 Year | 15.39% | 14.1% |
| 5 Year | 18.21% | 14.99% |
SIP Return Analysis
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.77% |
| 1 Year | 11% | 12.09% |
| 3 Year | 13.73% | 13.16% |
| 5 Year | 15.05% | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.37% | 11.31% |
| 3 Year | 16.73% | 12.1% |
| 5 Year | 17.7% | 12.27% |
Risk Management
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 12.1% |
| Sharp | 0.77% | 0.62% |
| Beta | 0.94% | 0.97% |
| Alpha | 2.3% | -2.83% |
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 | 3.34 | 2.05 |
| Mid Cap | 18.77 | 20.17 |
| Large Cap | 63.87 | 69.7 |
| Small Cap | 14.26 | 8.07 |
Sector Allocation
| Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.34 | 2.05 |
| Retailing | 15.99 | 16.47 |
| Consumer Durables | 7.68 | 14.74 |
| Banks | 10.75 | 1.61 |
| Automobiles | 10.44 | 21.01 |
| Personal Products | 2.79 | 3.2 |
| Capital Markets | 2.9 | - |
| Insurance | 2.97 | 0.8 |
| Finance | 7.79 | 1.99 |
| Diversified FMCG | 5.47 | 7.16 |
| Entertainment | 0.95 | 0.97 |
| Beverages | 6.8 | 3.12 |
| Food Products | 5.25 | 3.38 |
| Leisure Services | 2.27 | 2.26 |
| Telecom - Services | 5.17 | 8.18 |
| Pharmaceuticals & Biotechnology | 1.12 | - |
| Transport Services | 2 | - |
| Household Products | 1.38 | - |
| Auto Components | 1.84 | - |
| Industrial Products | 2.2 | 3.36 |
| Financial Technology (Fintech) | 1.14 | 0.67 |
| Agricultural Food & other Products | - | 2.54 |
| Realty | - | 2.15 |
| Textiles & Apparels | - | 1.06 |
| Healthcare Services | - | 3.27 |
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