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UTI India Consumer Fund vs Tata India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2518 Cr | ₹717 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 57.26% | 17% |
| Expense Ratio | 2 | 2.44 |
| Manager | Sonam Udasi | Vishal Chopda |
| ISIN Code | INF277K010A2 | INF789F01CE6 |
| Exits Load | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.58% | 5.07% |
| 6 Month | 18.39% | 18.68% |
| 1 Year | -3.13% | -4.21% |
| 3 Year | 17.31% | 12.98% |
| 5 Year | 20.14% | 17.42% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.55% | 7.26% |
| 1 Year | 13.17% | 14.96% |
| 3 Year | 18.62% | 15.93% |
| 5 Year | 18.21% | 14.85% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.01% | 11.82% |
| 3 Year | 17.1% | 11.96% |
| 5 Year | 16.99% | 12.16% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.00% | 14.12% |
| Sharp | 0.74% | 0.46% |
| Beta | 0.85% | 0.89% |
| Alpha | 3.61% | -0.52% |
Fund Managers
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sonam Udasi | Vishal Chopda |
| Total AUM | ₹12959 Cr | ₹6487 Cr |
| Funds Managed | 6 | 3 |
| Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.36 | 4.94 |
| Small Cap | 33.6 | 11.17 |
| Large Cap | 46.86 | 74.18 |
| Mid Cap | 15.18 | 9.71 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.84 | 1.47 |
| Consumer Defensive | 31.9 | 24.67 |
| Consumer Cyclical | 34.42 | 41.9 |
| Industrials | 11.97 | 6.78 |
| Healthcare | 4.17 | 3.27 |
| Basic Materials | 2.38 | 3.32 |
| Financial Services | 7.93 | 5.79 |
| Real Estate | 0 | 2 |
| Technology | 3.39 | - |
| Communication Services | - | 10.79 |
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