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UTI India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹6052 Cr | ₹686 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 | 2.85% | 3.71% |
| 6 Month | 0.52% | -1.63% |
| 1 Year | 4.35% | 1.7% |
| 3 Year | 19.72% | 17.7% |
| 5 Year | 21.54% | 17.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.31% | 8.67% |
| 1 Year | 9.02% | 4.97% |
| 3 Year | 17.22% | 15.66% |
| 5 Year | 17.56% | 15.23% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.17% | 12.01% |
| 3 Year | 15.76% | 11.84% |
| 5 Year | 16.9% | 12.05% |
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% | 15.53% |
| Sharp | 0.78% | 0.56% |
| Beta | 0.89% | 0.95% |
| Alpha | -0.42% | -2.04% |
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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 | 3.2 | 3.68 |
| Mid Cap | 16.15 | 8.96 |
| Small Cap | 13.71 | 11.6 |
| Large Cap | 66.94 | 75.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.21 | 1.93 |
| Industrials | 3.89 | 7.22 |
| Consumer Defensive | 26.17 | 27.95 |
| Consumer Cyclical | 34.53 | 41.6 |
| Basic Materials | 1.75 | 0 |
| Financial Services | 19.35 | 5.08 |
| Healthcare | 5.66 | 3.05 |
| Real Estate | 0.56 | 2.11 |
| Communication Services | 6.89 | 11.06 |
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