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
| 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 | Very High |
| Asset Size (Cr) | ₹709 Cr | ₹1564 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 Theme | Consumption Theme |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 17% | 57% |
| Expense Ratio | 2.45 | 2.18 |
| 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 |
| 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 | -4.33% | -4.73% |
| 6 Month | -5.54% | -1.92% |
| 1 Year | 14.86% | 13.25% |
| 3 Year | 11.12% | 16.69% |
| 5 Year | 14.32% | 15.94% |
| 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 | 3.27% | 8.22% |
| 3 Year | 16.35% | 19.83% |
| 5 Year | 16.57% | 19.65% |
| 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 | 12.03% | 13.81% |
| 3 Year | 11.74% | 12.91% |
| 5 Year | 11.74% | 12.23% |
| 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 | 12.1% | 11.59% |
| Sharp | 0.46% | 0.89% |
| Beta | 0.94% | 0.88% |
| Alpha | -3.91% | 2.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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) |
| 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 |
| 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 |
Top Comparisons
Franklin India Floating Rate Fund - Growth Plan
3Y Returns6.61%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns6.36%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.34%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.18%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.1%
HDFC Technology Fund - Regular (G)
3Y Returns0%
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%