UTI India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
UTI India Consumer Fund - Regular Plan - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹675 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jul 2007 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 17% | 57% |
Expense Ratio | 2.44 | 2.19 |
Manager | Vishal Chopda | Ashish Aggarwal |
ISIN Code | INF789F01CE6 | INF903J01561 |
Exits Load | UTI India Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 4.24% | 5.22% |
6 Month | 0.89% | 2.82% |
1 Year | 7.97% | 15.8% |
3 Year | 17.32% | 22.48% |
5 Year | 20.05% | 23.4% |
SIP Return Analysis
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 4.4% | 5.3% |
1 Year | -0.86% | 5.23% |
3 Year | 15.05% | 18.5% |
5 Year | 14.92% | 18.42% |
Rolling Lumpsum Returns
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 12.3% | 14.14% |
3 Year | 11.78% | 13.13% |
5 Year | 11.87% | 12.36% |
Risk Management
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 15.355% | 11.59% |
Sharp | 0.317% | 0.78% |
Beta | 0.933% | 0.91% |
Alpha | -1.363% | 0.97% |
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Fund Managers
Scheme Name | UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Vishal Chopda | Ashish Aggarwal |
Total AUM | ₹6487 Cr | ₹9635 Cr |
Funds Managed | 3 | 7 |
UTI India Consumer Fund - Regular Plan - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
UTI India Consumer Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.73 | 5.44 |
Mid Cap | 12.5 | 9.17 |
Small Cap | 11 | 12.19 |
Large Cap | 73.77 | 73.21 |
Sector Allocation
Scheme Name |
UTI India Consumer Fund - Regular Plan - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.17 | 5.44 |
Industrials | 6.51 | - |
Consumer Defensive | 26.65 | - |
Consumer Cyclical | 41.37 | - |
Basic Materials | 1.74 | - |
Financial Services | 4.9 | - |
Healthcare | 2.89 | - |
Real Estate | 2.33 | - |
Communication Services | 11.44 | - |
Consumer Durables | - | 12.62 |
Retailing | - | 13.79 |
Diversified FMCG | - | 13.95 |
Automobiles | - | 14.74 |
Finance | - | 2.99 |
Agricultural Food & other Products | - | 1.5 |
Beverages | - | 6.81 |
Food Products | - | 4.9 |
Auto Components | - | 1.73 |
Telecom - Services | - | 11.27 |
Leisure Services | - | 3.31 |
Healthcare Services | - | 3.62 |
Household Products | - | 1.91 |
Realty | - | 1.43 |
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