Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs UTI India Consumer Fund compare
UTI India Consumer Fund - Regular Plan - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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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