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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) | ₹2379 Cr | ₹686 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 | 1.6% | 2.57% |
| 6 Month | -6.51% | -2.03% |
| 1 Year | 4.84% | 1.35% |
| 3 Year | 21.83% | 17.09% |
| 5 Year | 21.54% | 17.83% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.88% | 6.87% |
| 1 Year | 1.73% | 3.15% |
| 3 Year | 17.29% | 14.52% |
| 5 Year | 17.91% | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.67% | 12.01% |
| 3 Year | 16.91% | 11.84% |
| 5 Year | 16.75% | 12.05% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.42% | 15.17% |
| Sharp | 1.02% | 0.76% |
| Beta | 0.94% | 0.95% |
| Alpha | 2.52% | -2.04% |
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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 | 6.77 | 3.68 |
| Small Cap | 28.69 | 11.6 |
| Large Cap | 47.31 | 75.77 |
| Mid Cap | 17.23 | 8.96 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.77 | 1.93 |
| Consumer Defensive | 33.53 | 27.95 |
| Industrials | 15.47 | 7.22 |
| Consumer Cyclical | 30.59 | 41.6 |
| Basic Materials | 2.49 | 0 |
| Financial Services | 5.67 | 5.08 |
| Healthcare | 0.98 | 3.05 |
| Technology | 4.5 | - |
| Real Estate | - | 2.11 |
| Communication Services | - | 11.06 |
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