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) ₹709 Cr ₹1564 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 17% 57%
Expense Ratio 2.45 2.18
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 -4.33% -4.73%
6 Month -5.54% -1.92%
1 Year 14.86% 13.25%
3 Year 11.12% 16.69%
5 Year 14.32% 15.94%

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 3.27% 8.22%
3 Year 16.35% 19.83%
5 Year 16.57% 19.65%

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 12.03% 13.81%
3 Year 11.74% 12.91%
5 Year 11.74% 12.23%

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 0.46% 0.89%
Beta 0.94% 0.88%
Alpha -3.91% 2.42%

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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 4.62 5.13
Mid Cap 17.67 10.61
Small Cap 12.03 13.18
Large Cap 65.68 71.37

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 4.62 5.13
Industrial Products 3.12 -
Food Products 3.63 5.4
Consumer Durables 13.97 17.56
Textiles & Apparels 2.17 -
Diversified FMCG 8.23 15.01
Banks 2.68 -
Automobiles 15.17 13.52
Personal Products 5.47 -
Healthcare Services 2.03 3.05
Agricultural Food & other Products 2.32 1.03
Retailing 15.74 11.96
Realty 1.98 1.98
Finance 1.42 2.27
Leisure Services 2.82 2.58
Telecom - Services 6.75 9.68
Financial Technology (Fintech) 0.78 -
Beverages 4.16 7.59
Entertainment 1.5 -
Insurance 1.44 -
Auto Components - 2.15
Household Products - 1.38

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