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) ₹661 Cr ₹1496 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2007 12 May 2006
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 17% 57%
Expense Ratio 2.46 2.2
Manager Vishal Chopda Ashish Aggarwal
ISIN Code INF789F01CE6 INF903J01561
Exits Load Exit load of 1% if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 3.58% 8.14%
6 Month 25.87% 31.93%
1 Year 44.06% 40.98%
3 Year 18.54% 21.35%
5 Year 20.59% 21.55%

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 - -
1 Year 19.33% 14.95%
3 Year 36.52% 39.18%
5 Year 64.16% 69.01%

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 18.49% 19.16%
3 Year 46.15% 51.26%
5 Year 66.92% 71.85%

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 12.1% 11.59%
Sharp 0.92% 1.09%
Beta 0.87% 0.86%
Alpha -2.41% 1.63%

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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
Fund Manage 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 5.31 6.97
Mid Cap 20.69 12.71
Small Cap 9.51 16.51
Large Cap 64.49 63.8

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 1.2 4.11
Financial 3.75 2.41
Materials 4.42 1.73
Consumer Staples 24.18 33.3
Automobile 18.32 14.85
Healthcare 1.11 2.85
Capital Goods 3.33 -
Services 19.17 9.75
Construction 2.62 2.42
Consumer Discretionary 11.79 18.03
Textiles 2.33 -
Communication 6.76 9.74
Insurance 1.02 -
Metals & Mining - 0.8

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