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UTI India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare

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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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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 Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5626 Cr ₹675 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 17%
Expense Ratio 1.85 2.44
Manager Dhaval Joshi Vishal Chopda
ISIN Code INF209K01447 INF789F01CE6
Exits Load Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% 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 Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 5.7% 4.63%
6 Month 1.48% -1.25%
1 Year 11.11% 6.79%
3 Year 19.51% 16.8%
5 Year 23.36% 19.42%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 1.69% -0.57%
1 Year -3.54% -9.17%
3 Year 13.9% 11.99%
5 Year 15.8% 13.16%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16.47% 12.3%
3 Year 15.8% 11.78%
5 Year 16.81% 11.87%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 11.81% 15.355%
Sharp 0.68% 0.317%
Beta 0.9% 0.933%
Alpha -0.9% -1.363%

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Fund Managers

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Name Dhaval Joshi Vishal Chopda
Total AUM ₹361932 Cr ₹6487 Cr
Funds Managed 55 3
Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.64 2.73
Mid Cap 16.96 12.5
Small Cap 13.53 11
Large Cap 68.55 73.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.64 2.17
Industrial Products 0.45 -
Food Products 3.59 -
Retailing 14.74 -
Personal Products 4.7 -
Consumer Durables 10.24 -
Diversified FMCG 7.06 -
Banks 12.8 -
Pharmaceuticals & Biotechnology 4.38 -
Healthcare Services 1.65 -
Automobiles 11.73 -
Insurance 3.46 -
Finance 3.3 -
Agricultural Food & other Products 1.8 -
Beverages 6.99 -
Realty 0.6 -
Entertainment 0.3 -
Leisure Services 2.48 -
Telecom - Services 5.38 -
Cement & Cement Products 1.16 -
Transport Services 1.02 -
Textiles & Apparels 0.53 -
Auto Components 0.68 -
Industrials - 6.51
Consumer Defensive - 26.65
Consumer Cyclical - 41.37
Basic Materials - 1.74
Financial Services - 4.9
Healthcare - 2.89
Real Estate - 2.33
Communication Services - 11.44

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