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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) | ₹2531 Cr | ₹719 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 | 4.33% | 3.4% |
| 6 Month | 10.19% | 10.54% |
| 1 Year | 4.43% | 3.74% |
| 3 Year | 18.71% | 14.65% |
| 5 Year | 20.58% | 17.83% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.83% | 4.28% |
| 1 Year | 13.85% | 15.84% |
| 3 Year | 17.67% | 15.5% |
| 5 Year | 17.75% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.35% | 11.63% |
| 3 Year | 17.26% | 12.05% |
| 5 Year | 17.15% | 12.22% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.06% | 14.12% |
| Sharp | 0.70% | 0.45% |
| Beta | 0.88% | 0.92% |
| Alpha | 1.61% | -2.20% |
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 | 5.7 | 6.98 |
| Small Cap | 31.48 | 9.72 |
| Large Cap | 48.21 | 74.1 |
| Mid Cap | 14.61 | 9.2 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.2 | 3.1 |
| Consumer Defensive | 31.71 | 23.79 |
| Consumer Cyclical | 35.05 | 42.34 |
| Healthcare | 2.95 | 3.26 |
| Basic Materials | 2.25 | 3.09 |
| Financial Services | 7.54 | 5.12 |
| Industrials | 12.85 | 6.68 |
| Technology | 2.44 | 0.25 |
| Real Estate | - | 2.03 |
| Communication Services | - | 10.33 |
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