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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 | 5.17% | 5.15% |
| 6 Month | -8.97% | -6.22% |
| 1 Year | 9.27% | 14.9% |
| 3 Year | 13.06% | 17.84% |
| 5 Year | 19.13% | 22.82% |
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 | 0.48% | 0.68% |
| 1 Year | -5.84% | -0.61% |
| 3 Year | 13.86% | 16.97% |
| 5 Year | 14.5% | 17.78% |
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% | 0.63% |
| Beta | 0.933% | 0.9% |
| Alpha | -1.363% | 0.15% |
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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 | 7.29 |
| Mid Cap | 12.5 | 8.29 |
| Small Cap | 11 | 12.2 |
| Large Cap | 73.77 | 72.22 |
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 | 7.29 |
| Industrials | 6.51 | - |
| Consumer Defensive | 26.65 | 30.28 |
| Consumer Cyclical | 41.37 | 41.18 |
| Basic Materials | 1.74 | 1.5 |
| Financial Services | 4.9 | 2.87 |
| Healthcare | 2.89 | 2.71 |
| Real Estate | 2.33 | 1.44 |
| Communication Services | 11.44 | 12.72 |
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