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) | ₹2036 Cr | ₹738 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 | -0.85% | -0.46% |
| 6 Month | 2.33% | 5.66% |
| 1 Year | 1.28% | 1.65% |
| 3 Year | 15.18% | 14.11% |
| 5 Year | 17.69% | 14.28% |
SIP Return Analysis
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.47% | 1.7% |
| 1 Year | 10.6% | 12.91% |
| 3 Year | 13.32% | 12.98% |
| 5 Year | 14.71% | 12.9% |
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 | 12.74% | 14.05% |
| Sharp | 0.70% | 0.55% |
| Beta | 0.91% | 0.95% |
| Alpha | 1.08% | -0.45% |
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 | 10.51 | 7.39 |
| Mid Cap | 18 | 11.44 |
| Large Cap | 56.92 | 72.22 |
| Small Cap | 14.58 | 8.95 |
Sector Allocation
| Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.01 | 2.58 |
| Consumer Cyclical | 34.07 | 43.01 |
| Basic Materials | 2.12 | 3.53 |
| Financial Services | 24.44 | 5.17 |
| Consumer Defensive | 21.04 | 20.43 |
| Communication Services | 7.75 | 10.91 |
| Healthcare | 2.16 | 3.14 |
| Industrials | 4.28 | 6.81 |
| Technology | 1.14 | 2.2 |
| Real Estate | - | 2.21 |
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