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UTI India Consumer Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

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

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%

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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

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