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Tata India Consumer Fund vs UTI India Consumer Fund compare

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹2379 Cr ₹686 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 1.6% 2.57%
6 Month -6.51% -2.03%
1 Year 4.84% 1.35%
3 Year 21.83% 17.09%
5 Year 21.54% 17.83%

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 5.88% 6.87%
1 Year 1.73% 3.15%
3 Year 17.29% 14.52%
5 Year 17.91% 14.57%

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 15.81% 15.53%
Sharp 0.85% 0.56%
Beta 0.94% 0.95%
Alpha 2.81% -2.04%

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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 6.77 3.68
Small Cap 28.69 11.6
Large Cap 47.31 75.77
Mid Cap 17.23 8.96

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 6.77 1.93
Consumer Defensive 33.53 27.95
Industrials 15.47 7.22
Consumer Cyclical 30.59 41.6
Basic Materials 2.49 0
Financial Services 5.67 5.08
Healthcare 0.98 3.05
Technology 4.5 -
Real Estate - 2.11
Communication Services - 11.06

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