UTI India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan 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 | Very High |
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 | 4.63% | 3.2% |
6 Month | -18.31% | -16.1% |
1 Year | 5.18% | 9.26% |
3 Year | 12.09% | 16.76% |
5 Year | 19.2% | 22.78% |
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 | -7.33% | -7.49% |
1 Year | -14.06% | -10.06% |
3 Year | 11.1% | 13.89% |
5 Year | 13.15% | 16.21% |
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 | 15.355% | 11.59% |
Sharp | 0.317% | 0.62% |
Beta | 0.933% | 0.91% |
Alpha | -1.363% | 0.64% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 2.73 | 3.57 |
Mid Cap | 12.5 | 8.47 |
Small Cap | 11 | 13.34 |
Large Cap | 73.77 | 74.62 |
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 | 2.17 | 3.57 |
Industrials | 6.51 | - |
Consumer Defensive | 26.65 | 32.21 |
Consumer Cyclical | 41.37 | 43.4 |
Basic Materials | 1.74 | 1.46 |
Financial Services | 4.9 | 2.64 |
Healthcare | 2.89 | 2.81 |
Real Estate | 2.33 | 1.64 |
Communication Services | 11.44 | 12.27 |
Top Comparisons
Franklin Build India Fund Growth Plan
3Y Returns27.17%
HDFC Infrastructure Fund - Growth Plan
3Y Returns29.8%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.8%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.52%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.03%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.01%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.59%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns17.6%