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)	₹735 Cr	₹1643 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	-0.37%	-1.97%
6 Month	6.12%	3.21%
1 Year	1.66%	0.64%
3 Year	13.96%	15.3%
5 Year	14.98%	16.49%

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	2.63%	1.35%
1 Year	14.49%	10.65%
3 Year	14.02%	14.43%
5 Year	13.62%	15.62%

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	11.31%	13.34%
3 Year	12.1%	14.68%
5 Year	12.27%	12.77%

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	12.1%	11.59%
Sharp	0.57%	0.76%
Beta	0.97%	0.89%
Alpha	-3.01%	0.11%

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	2.05	3.16
Mid Cap	20.17	7.25
Large Cap	69.7	75.28
Small Cap	8.07	14.28

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	2.05	3.16
Industrial Products	3.36	-
Retailing	16.47	13.98
Consumer Durables	14.74	13.09
Diversified FMCG	7.16	14.6
Banks	1.61	-
Automobiles	21.01	16.65
Personal Products	3.2	0.53
Agricultural Food & other Products	2.54	1.53
Beverages	3.12	4.28
Realty	2.15	2.12
Food Products	3.38	6.34
Finance	1.99	3.06
Leisure Services	2.26	2.69
Telecom - Services	8.18	10.14
Textiles & Apparels	1.06	-
Financial Technology (Fintech)	0.67	-
Healthcare Services	3.27	3.69
Entertainment	0.97	-
Insurance	0.8	-
Auto Components	-	2.32
Household Products	-	1.79