UTI India Consumer Fund vs Canara Robeco Consumer Trends Fund compare
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1912 Cr | ₹717 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Sep 2009 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | Nifty India Consumption TRI |
Turn Over | 32% | 17% |
Expense Ratio | 2.1 | 2.44 |
Manager | Shridatta Bhandwaldar | Vishal Chopda |
ISIN Code | INF760K01241 | INF789F01CE6 |
Exits Load | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 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 | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.98% | 6.28% |
6 Month | 17.03% | 19.33% |
1 Year | -3.4% | -5.42% |
3 Year | 16.13% | 14.16% |
5 Year | 21.12% | 17.74% |
SIP Return Analysis
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.43% | 7.26% |
1 Year | 12.4% | 14.96% |
3 Year | 16.45% | 15.93% |
5 Year | 16.95% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.84% | 11.82% |
3 Year | 16.86% | 11.96% |
5 Year | 17.53% | 12.16% |
Risk Management
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.75% | 14.12% |
Sharp | 0.66% | 0.46% |
Beta | 0.88% | 0.89% |
Alpha | 1.56% | -0.52% |
Fund Managers
Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Shridatta Bhandwaldar | Vishal Chopda |
Total AUM | ₹69491 Cr | ₹6487 Cr |
Funds Managed | 12 | 3 |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.07 | 4.76 |
Mid Cap | 18.85 | 9.05 |
Large Cap | 56.55 | 75.31 |
Small Cap | 16.53 | 10.87 |
Sector Allocation
Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.03 | 1.36 |
Consumer Cyclical | 35.42 | 42.79 |
Basic Materials | 1.98 | 3.25 |
Financial Services | 25.1 | 5.56 |
Consumer Defensive | 21 | 24.67 |
Communication Services | 5.89 | 10.44 |
Healthcare | 1.2 | 3.24 |
Industrials | 4.27 | 6.73 |
Technology | 1.1 | - |
Real Estate | - | 1.97 |
Top Comparisons
UTI Flexi Cap Fund - Growth Option
3Y Returns11.28%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.32%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.85%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.84%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.86%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.83%