Tata India Consumer Fund vs UTI India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2375 Cr | ₹675 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Dec 2015 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 57.26% | 17% |
Expense Ratio | 2 | 2.44 |
Manager | Sonam Udasi | Vishal Chopda |
ISIN Code | INF277K010A2 | INF789F01CE6 |
Exits Load | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.06% | 5.08% |
6 Month | -6.43% | -3.3% |
1 Year | 8.34% | 1.97% |
3 Year | 22.3% | 17.3% |
5 Year | 22.75% | 18.69% |
SIP Return Analysis
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.02% | 5.58% |
1 Year | 1.58% | 0.95% |
3 Year | 18.21% | 14.55% |
5 Year | 18.45% | 14.65% |
Rolling Lumpsum Returns
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.67% | 12.01% |
3 Year | 16.91% | 11.84% |
5 Year | 16.75% | 12.05% |
Risk Management
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.229% | 15.355% |
Sharp | 0.596% | 0.317% |
Beta | 0.973% | 0.933% |
Alpha | 3.16% | -1.363% |
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Fund Managers
Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sonam Udasi | Vishal Chopda |
Total AUM | ₹12959 Cr | ₹6487 Cr |
Funds Managed | 6 | 3 |
Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.52 | 2.73 |
Mid Cap | 16.55 | 12.5 |
Small Cap | 28.63 | 11 |
Large Cap | 46.31 | 73.77 |
Sector Allocation
Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.14 | 2.17 |
Industrials | 12.66 | 6.51 |
Consumer Defensive | 32.59 | 26.65 |
Consumer Cyclical | 34.96 | 41.37 |
Basic Materials | 3.06 | 1.74 |
Healthcare | 0 | 2.89 |
Financial Services | 3.44 | 4.9 |
Technology | 5.15 | - |
Real Estate | - | 2.33 |
Communication Services | - | 11.44 |
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