UTI India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5626 Cr | ₹675 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 | 2.44 |
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 | 8.75% | 8.44% |
6 Month | -7.53% | -10.37% |
1 Year | 11.69% | 8.85% |
3 Year | 14.86% | 12.89% |
5 Year | 22.42% | 18.33% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.83% | -2.94% |
1 Year | -8.41% | -11.92% |
3 Year | 12.66% | 11.47% |
5 Year | 15.3% | 13% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.47% | 12.3% |
3 Year | 15.8% | 11.78% |
5 Year | 16.81% | 11.87% |
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% | 15.355% |
Sharp | 0.49% | 0.317% |
Beta | 0.88% | 0.933% |
Alpha | -1.98% | -1.363% |
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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 |
Funds Managed | 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 | 0.33 | 2.73 |
Mid Cap | 17.17 | 12.5 |
Small Cap | 13.58 | 11 |
Large Cap | 68.59 | 73.77 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.33 | 2.17 |
Industrial Products | 0.49 | - |
Food Products | 3.59 | - |
Retailing | 14.95 | - |
Personal Products | 4.69 | - |
Consumer Durables | 10.47 | - |
Diversified FMCG | 7.15 | - |
Banks | 12.7 | - |
Pharmaceuticals & Biotechnology | 4.36 | - |
Healthcare Services | 1.56 | - |
Automobiles | 12.21 | - |
Insurance | 3.36 | - |
Finance | 3.47 | - |
Agricultural Food & other Products | 1.85 | - |
Beverages | 6.57 | - |
Realty | 0.6 | - |
Entertainment | 0.3 | - |
Leisure Services | 2.58 | - |
Telecom - Services | 5.19 | - |
Cement & Cement Products | 1.09 | - |
Transport Services | 0.95 | - |
Textiles & Apparels | 0.53 | - |
Auto Components | 0.68 | - |
Industrials | - | 6.51 |
Consumer Defensive | - | 26.65 |
Consumer Cyclical | - | 41.37 |
Basic Materials | - | 1.74 |
Financial Services | - | 4.9 |
Healthcare | - | 2.89 |
Real Estate | - | 2.33 |
Communication Services | - | 11.44 |
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