Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs UTI India Consumer Fund compare

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UTI India Consumer Fund - Regular Plan - Growth Option

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹719 Cr	₹1590 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jul 2007	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	17%	57%
Expense Ratio	2.44	2.19
Manager	Vishal Chopda	Ashish Aggarwal
ISIN Code	INF789F01CE6	INF903J01561
Exits Load	UTI India Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	0.32%	0.34%
6 Month	10.39%	9.13%
1 Year	-1.06%	0.67%
3 Year	15.07%	17.39%
5 Year	18.51%	20.34%

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	5.02%	3.86%
1 Year	16.79%	14.46%
3 Year	15.73%	16.79%
5 Year	14.68%	17.02%

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	11.63%	13.53%
3 Year	12.05%	14.25%
5 Year	12.22%	12.65%

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	14.12%	11.59%
Sharp	0.45%	0.7%
Beta	0.92%	0.89%
Alpha	-2.20%	-0.22%

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Vishal Chopda	Ashish Aggarwal
Total AUM	₹6487 Cr	₹9635 Cr
Funds Managed	3	7
	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	6.98	4.74
Mid Cap	9.2	8.92
Large Cap	74.1	72.25
Small Cap	9.72	14.09

Scheme Name	UTI India Consumer Fund - Regular Plan - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.1	2.95
Industrials	6.68	-
Consumer Cyclical	42.34	43.86
Basic Materials	3.09	1.42
Consumer Defensive	23.79	31.9
Financial Services	5.12	2.92
Technology	0.25	-
Real Estate	2.03	1.9
Communication Services	10.33	11.37
Healthcare	3.26	3.68