UTI India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

Link copied to clipboard!

UTI India Consumer Fund - Regular Plan - Growth Option

Invest Now

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹719 Cr	₹1590 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

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	0.31%	1.1%
6 Month	6.75%	4.79%
1 Year	5.2%	5.13%
3 Year	14.02%	16.26%
5 Year	16.46%	18.62%

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	2.04%	1.78%
1 Year	11.34%	10.05%
3 Year	13.42%	14.67%
5 Year	13.22%	15.66%

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	11.35%	13.45%
3 Year	12.07%	14.61%
5 Year	12.24%	12.74%

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	14.12%	11.59%
Sharp	0.51%	0.76%
Beta	0.93%	0.89%
Alpha	-1.55%	0.11%

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)

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	6.95	4.74
Mid Cap	10	8.92
Large Cap	73.59	72.25
Small Cap	9.46	14.09

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	2.07	2.95
Industrials	6.8	-
Consumer Cyclical	41.66	43.86
Basic Materials	3.22	1.42
Consumer Defensive	23.36	31.9
Financial Services	5.07	2.92
Technology	1.61	-
Real Estate	2.15	1.9
Communication Services	10.79	11.37
Healthcare	3.27	3.68