UTI India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5854 Cr ₹709 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 17%
Expense Ratio 1.85 2.45
Manager Dhaval Joshi Vishal Chopda
ISIN Code INF209K01447 INF789F01CE6
Exits Load Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% 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 Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -4.1% -4.3%
6 Month -4.16% -4.4%
1 Year 15.93% 18.63%
3 Year 14.61% 12.71%
5 Year 17.18% 14.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.35% 7.83%
3 Year 18.84% 18.25%
5 Year 19.79% 17.7%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16.39% 12.03%
3 Year 15.82% 11.74%
5 Year 16.74% 11.74%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 11.81% 12.1%
Sharp 0.65% 0.46%
Beta 0.87% 0.94%
Alpha -0.97% -3.91%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Name Dhaval Joshi Vishal Chopda
Total AUM ₹361932 Cr ₹6487 Cr
Fund Manage 55 3
Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.36 4.62
Mid Cap 16.63 17.67
Small Cap 17.58 12.03
Large Cap 64.88 65.68

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.36 4.62
Industrial Products 1.01 3.12
Food Products 3.59 3.63
Cement & Cement Products 1.67 -
Personal Products 5.3 5.47
Retailing 12.9 15.74
Diversified FMCG 7.51 8.23
Banks 12.64 2.68
Pharmaceuticals & Biotechnology 5.05 -
Leisure Services 2.25 2.82
Consumer Durables 11.4 13.97
Healthcare Services 1.81 2.03
Automobiles 11.96 15.17
Insurance 3.61 1.44
Finance 2.8 1.42
Agricultural Food & other Products 1.73 2.32
Realty 0.53 1.98
Entertainment 0.36 1.5
Chemicals & Petrochemicals 0.41 -
Telecom - Services 4.8 6.75
Transport Services 0.69 -
Beverages 5.85 4.16
Textiles & Apparels 0.51 2.17
Auto Components 0.71 -
Financial Technology (Fintech) - 0.78

Top Comparisons

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns16.31%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns16.51%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns20.85%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns16.31%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.96%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns19.83%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns13.83%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns18.86%

Compare Now
Request call back
Add to Cart Successfully