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)	₹738 Cr	₹1628 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	-1.28%	-3.76%
6 Month	5.17%	1.32%
1 Year	2.42%	-1.28%
3 Year	14.26%	14.7%
5 Year	13.93%	15.37%

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	-0.47%	-3.29%
1 Year	8.68%	1.61%
3 Year	12.37%	11.42%
5 Year	12.75%	13.93%

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	11.27%	13.28%
3 Year	12.11%	14.7%
5 Year	12.28%	12.78%

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	14.05%	13.53%
Sharp	0.55%	0.68%
Beta	0.95%	0.88%
Alpha	-0.45%	1.56%

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	7.39	3.22
Mid Cap	11.44	8.95
Large Cap	72.22	72
Small Cap	8.95	15.83

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	2.58	1.06
Industrials	6.81	-
Consumer Cyclical	43.01	45.89
Basic Materials	3.53	1.7
Consumer Defensive	20.43	30.63
Financial Services	5.17	3.06
Technology	2.2	0
Real Estate	2.21	1.85
Communication Services	10.91	12.24
Healthcare	3.14	3.56