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

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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tortoise-icon 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 Risk Very High Risk
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

Trailing Lumpsum Returns

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 -3.97% -3.12%
6 Month -13.3% -8.68%
1 Year 7.58% 10.24%
3 Year 11.52% 16.75%
5 Year 12.98% 14.55%

SIP Return Analysis

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 Year -10.48% -4.15%
3 Year 11.6% 15.56%
5 Year 13.79% 17.41%

Rolling Lumpsum Returns

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%

Risk Management

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 14.623% 11.59%
Sharp 0.437% 0.78%
Beta 0.916% 0.9%
Alpha -0.985% 0.71%

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Fund Managers

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
Fund Manage 3 7
UTI India Consumer Fund - Regular Plan - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

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 4.62 5.13
Mid Cap 17.67 10.61
Small Cap 12.03 13.18
Large Cap 65.68 71.37

Sector Allocation

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 4.62 5.13
Industrial Products 3.12 -
Food Products 3.63 5.4
Consumer Durables 13.97 17.56
Textiles & Apparels 2.17 -
Diversified FMCG 8.23 15.01
Banks 2.68 -
Automobiles 15.17 13.52
Personal Products 5.47 -
Healthcare Services 2.03 3.05
Agricultural Food & other Products 2.32 1.03
Retailing 15.74 11.96
Realty 1.98 1.98
Finance 1.42 2.27
Leisure Services 2.82 2.58
Telecom - Services 6.75 9.68
Financial Technology (Fintech) 0.78 -
Beverages 4.16 7.59
Entertainment 1.5 -
Insurance 1.44 -
Auto Components - 2.15
Household Products - 1.38

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