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

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UTI India Consumer Fund - Regular Plan - Growth Option

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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

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	4.83%	5.96%
6 Month	-5.45%	-2.83%
1 Year	5.76%	12.42%
3 Year	13.47%	18.22%
5 Year	18.37%	21.58%

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	1.08%	1.24%
1 Year	-6.05%	-1.06%
3 Year	13.79%	16.94%
5 Year	14.41%	17.73%

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%

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%	0.63%
Beta	0.933%	0.9%
Alpha	-1.363%	0.15%

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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	2.73	7.29
Mid Cap	12.5	8.29
Small Cap	11	12.2
Large Cap	73.77	72.22

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	7.29
Industrials	6.51	-
Consumer Defensive	26.65	30.28
Consumer Cyclical	41.37	41.18
Basic Materials	1.74	1.5
Financial Services	4.9	2.87
Healthcare	2.89	2.71
Real Estate	2.33	1.44
Communication Services	11.44	12.72