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) | ₹1929 Cr | ₹719 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 | 2.44% | 1.58% |
| 6 Month | 7.62% | 9.59% |
| 1 Year | 2.87% | 3.4% |
| 3 Year | 15.71% | 13.71% |
| 5 Year | 20.81% | 17.65% |
SIP Return Analysis
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.5% | 3.83% |
| 1 Year | 11.53% | 12.81% |
| 3 Year | 15% | 14.54% |
| 5 Year | 15.86% | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.69% | 11.63% |
| 3 Year | 16.8% | 12.05% |
| 5 Year | 17.58% | 12.22% |
Risk Management
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.76% | 14.12% |
| Sharp | 0.69% | 0.51% |
| Beta | 0.90% | 0.93% |
| Alpha | 0.30% | -1.55% |
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 | 9.87 | 6.98 |
| Mid Cap | 16.23 | 9.2 |
| Large Cap | 58.29 | 74.1 |
| Small Cap | 15.6 | 9.72 |
Sector Allocation
| Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.97 | 3.1 |
| Consumer Cyclical | 34.73 | 42.34 |
| Basic Materials | 1.83 | 3.09 |
| Financial Services | 24.45 | 5.12 |
| Consumer Defensive | 21.3 | 23.79 |
| Communication Services | 7.17 | 10.33 |
| Healthcare | 1.18 | 3.26 |
| Industrials | 4.36 | 6.68 |
| Technology | 1.02 | 0.25 |
| Real Estate | - | 2.03 |
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