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

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Aditya Birla Sun Life Consumption Fund-Growth Option

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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 Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6239 Cr	₹696 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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	1.22%	3.41%
6 Month	16.4%	16.77%
1 Year	-2.29%	-4.3%
3 Year	15.38%	13.4%
5 Year	19.53%	16.64%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	4.76%	5.69%
1 Year	9.72%	8.15%
3 Year	16.05%	15.32%
5 Year	16.62%	14.86%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	16%	11.82%
3 Year	15.82%	11.96%
5 Year	16.98%	12.16%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	11.81%	14.33%
Sharp	0.77%	0.51%
Beta	0.89%	0.92%
Alpha	-0.1%	-1.92%

Scheme Name	Aditya Birla Sun Life Consumption 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 Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	3.17	4.94
Mid Cap	16.22	9.71
Small Cap	13.02	11.17
Large Cap	67.59	74.18

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	0.82	1.47
Industrials	3.91	6.78
Consumer Defensive	25.8	24.67
Consumer Cyclical	35.76	41.9
Basic Materials	1.99	3.32
Financial Services	18.73	5.79
Healthcare	5.8	3.27
Real Estate	0.53	2
Communication Services	6.66	10.79