UTI India Consumer Fund vs Tata India Consumer Fund compare

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Tata India Consumer Fund-Regular Plan-Growth

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UTI India Consumer Fund - Regular Plan - Growth Option

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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)	₹2660 Cr	₹735 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	-1.87%	-0.28%
6 Month	3.83%	5.66%
1 Year	-2.15%	0.9%
3 Year	17.23%	14.1%
5 Year	17.74%	14.99%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	0.42%	1.77%
1 Year	8.54%	12.09%
3 Year	14.32%	13.16%
5 Year	15.7%	13.1%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	16.48%	11.31%
3 Year	17.32%	12.1%
5 Year	17.27%	12.27%

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	14.11%	12.1%
Sharp	0.79%	0.62%
Beta	0.90%	0.97%
Alpha	2.62%	-2.83%

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	9.82	2.05
Small Cap	31.5	8.07
Large Cap	46.17	69.7
Mid Cap	12.51	20.17

Scheme Name	Tata India Consumer Fund-Regular Plan-Growth	UTI India Consumer Fund - Regular Plan - Growth Option
Others	6.3	2.05
Consumer Defensive	32.39	-
Consumer Cyclical	33.01	-
Basic Materials	2.02	-
Financial Services	6.94	-
Industrials	10.97	-
Technology	5.49	-
Healthcare	2.88	-
Industrial Products	-	3.36
Retailing	-	16.47
Consumer Durables	-	14.74
Diversified FMCG	-	7.16
Banks	-	1.61
Automobiles	-	21.01
Personal Products	-	3.2
Agricultural Food & other Products	-	2.54
Beverages	-	3.12
Realty	-	2.15
Food Products	-	3.38
Finance	-	1.99
Leisure Services	-	2.26
Telecom - Services	-	8.18
Textiles & Apparels	-	1.06
Financial Technology (Fintech)	-	0.67
Healthcare Services	-	3.27
Entertainment	-	0.97
Insurance	-	0.8