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) | ₹1929 Cr | ₹717 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 | 0.23% | 0.32% |
6 Month | 8.16% | 10.39% |
1 Year | -0.32% | -1.06% |
3 Year | 16.83% | 15.07% |
5 Year | 21.26% | 18.51% |
SIP Return Analysis
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.31% | 4% |
1 Year | 10.52% | 13.73% |
3 Year | 14.78% | 14.64% |
5 Year | 15.85% | 14% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.69% | 11.63% |
3 Year | 16.8% | 12.05% |
5 Year | 17.58% | 12.22% |
Risk Management
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.74% | 14.12% |
Sharp | 0.67% | 0.45% |
Beta | 0.90% | 0.92% |
Alpha | 0.16% | -2.20% |
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 | 9.87 | 6.98 |
Mid Cap | 16.23 | 9.2 |
Large Cap | 58.29 | 74.1 |
Small Cap | 15.6 | 9.72 |
Sector Allocation
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.97 | 3.1 |
Consumer Cyclical | 34.73 | 42.34 |
Basic Materials | 1.83 | 3.09 |
Financial Services | 24.45 | 5.12 |
Consumer Defensive | 21.3 | 23.79 |
Communication Services | 7.17 | 10.33 |
Healthcare | 1.18 | 3.26 |
Industrials | 4.36 | 6.68 |
Technology | 1.02 | 0.25 |
Real Estate | - | 2.03 |
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