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

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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

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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) ₹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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