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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) | ₹2685 Cr | ₹738 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 | -2.45% | -1.58% |
| 6 Month | 2.61% | 1.94% |
| 1 Year | -1.2% | 3.63% |
| 3 Year | 19.17% | 15.38% |
| 5 Year | 17.04% | 13.92% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.12% | 0.84% |
| 1 Year | 9.77% | 10.62% |
| 3 Year | 14% | 12.35% |
| 5 Year | 15.7% | 12.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.32% | 11.27% |
| 3 Year | 17.32% | 12.11% |
| 5 Year | 17.26% | 12.28% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.10% | 14.05% |
| Sharp | 0.79% | 0.55% |
| Beta | 0.92% | 0.95% |
| Alpha | 3.24% | -0.45% |
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 | 9.72 | 7.39 |
| Small Cap | 31.59 | 8.95 |
| Large Cap | 45.5 | 72.22 |
| Mid Cap | 13.19 | 11.44 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.77 | 2.58 |
| Consumer Defensive | 32.53 | 20.43 |
| Consumer Cyclical | 33.22 | 43.01 |
| Basic Materials | 1.89 | 3.53 |
| Financial Services | 8.8 | 5.17 |
| Industrials | 10.28 | 6.81 |
| Technology | 5.76 | 2.2 |
| Healthcare | 2.74 | 3.14 |
| Real Estate | - | 2.21 |
| Communication Services | - | 10.91 |
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