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Tata India Consumer Fund vs UTI India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2375 Cr | ₹675 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.43% | 4.71% |
| 6 Month | -16.95% | -18.65% |
| 1 Year | 7.55% | 4.64% |
| 3 Year | 15.8% | 11.57% |
| 5 Year | 23.14% | 19.78% |
SIP Return Analysis
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -9.13% | -7.33% |
| 1 Year | -11.79% | -14.06% |
| 3 Year | 15.09% | 11.1% |
| 5 Year | 17.08% | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.88% | 12.3% |
| 3 Year | 16.83% | 11.78% |
| 5 Year | 16.34% | 11.87% |
Risk Management
| Scheme Name | Tata India Consumer Fund-Regular Plan-Growth | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.229% | 15.355% |
| Sharp | 0.596% | 0.317% |
| Beta | 0.973% | 0.933% |
| Alpha | 3.16% | -1.363% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.52 | 2.73 |
| Mid Cap | 16.55 | 12.5 |
| Small Cap | 28.63 | 11 |
| Large Cap | 46.31 | 73.77 |
Sector Allocation
| Scheme Name |
Tata India Consumer Fund-Regular Plan-Growth |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.14 | 2.17 |
| Industrials | 12.66 | 6.51 |
| Consumer Defensive | 32.59 | 26.65 |
| Consumer Cyclical | 34.96 | 41.37 |
| Basic Materials | 3.06 | 1.74 |
| Healthcare | 0 | 2.89 |
| Financial Services | 3.44 | 4.9 |
| Technology | 5.15 | - |
| Real Estate | - | 2.33 |
| Communication Services | - | 11.44 |
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