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) | ₹2036 Cr | ₹738 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 | -0.8% | -0.56% |
| 6 Month | 0.47% | 3.4% |
| 1 Year | 1.82% | 1.69% |
| 3 Year | 16.4% | 15.45% |
| 5 Year | 16.69% | 13.68% |
SIP Return Analysis
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.65% | 1.12% |
| 1 Year | 8.68% | 10.85% |
| 3 Year | 12.53% | 12.39% |
| 5 Year | 14.3% | 12.65% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.31% | 11.23% |
| 3 Year | 16.7% | 12.14% |
| 5 Year | 17.69% | 12.3% |
Risk Management
| Scheme Name | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 12.1% |
| Sharp | 0.77% | 0.62% |
| Beta | 0.94% | 0.97% |
| Alpha | 2.3% | -2.83% |
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 | 3.2 | 2.56 |
| Mid Cap | 20.95 | 21.61 |
| Large Cap | 63.4 | 68.19 |
| Small Cap | 12.62 | 7.62 |
Sector Allocation
| Scheme Name |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.2 | 2.56 |
| Retailing | 15.08 | 14.05 |
| Consumer Durables | 7.79 | 15.89 |
| Banks | 10.57 | 1.64 |
| Automobiles | 10.55 | 22.8 |
| Personal Products | 2.8 | 2.8 |
| Capital Markets | 3.25 | - |
| Insurance | 3.08 | 0.83 |
| Finance | 7.52 | 2.02 |
| Diversified FMCG | 5.16 | 6.95 |
| Entertainment | 0.83 | 1.01 |
| Beverages | 6.67 | 3.17 |
| Food Products | 5.12 | 2.53 |
| Leisure Services | 3.51 | 2.53 |
| Telecom - Services | 5.19 | 8.33 |
| Pharmaceuticals & Biotechnology | 1.16 | - |
| Transport Services | 2.06 | - |
| Household Products | 1.29 | - |
| Auto Components | 1.99 | - |
| Industrial Products | 2.22 | 3.28 |
| Financial Technology (Fintech) | 1.13 | 0.68 |
| Agricultural Food & other Products | - | 2.54 |
| Realty | - | 2.21 |
| Textiles & Apparels | - | 1.02 |
| Healthcare Services | - | 3.14 |
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