UTI India Consumer Fund vs Tata India Consumer Fund compare

Link copied to clipboard!

Tata India Consumer Fund-Regular Plan-Growth

Invest Now

UTI India Consumer Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹2531 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

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	-0.15%	0.32%
6 Month	9.42%	10.39%
1 Year	-0.39%	-1.06%
3 Year	19.03%	15.07%
5 Year	21.03%	18.51%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	3.28%	4%
1 Year	11.35%	13.73%
3 Year	16.96%	14.64%
5 Year	17.21%	14%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	17.35%	11.63%
3 Year	17.26%	12.05%
5 Year	17.15%	12.22%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	14.06%	14.12%
Sharp	0.70%	0.45%
Beta	0.88%	0.92%
Alpha	1.61%	-2.20%

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

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	5.7	6.98
Small Cap	31.48	9.72
Large Cap	48.21	74.1
Mid Cap	14.61	9.2

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	5.2	3.1
Consumer Defensive	31.71	23.79
Consumer Cyclical	35.05	42.34
Healthcare	2.95	3.26
Basic Materials	2.25	3.09
Financial Services	7.54	5.12
Industrials	12.85	6.68
Technology	2.44	0.25
Real Estate	-	2.03
Communication Services	-	10.33