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
Invest NowSundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Invest NowChart Comparison
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 |
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 | 1.33% | 2.37% |
6 Month | 0.72% | 7.35% |
1 Year | 22.52% | 21.76% |
3 Year | 13.53% | 19.77% |
5 Year | 16.22% | 18.13% |
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 | 11.78% | 18.08% |
3 Year | 18.86% | 23.28% |
5 Year | 18.17% | 21.71% |
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% |
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 | 0.52% | 0.94% |
Beta | 0.94% | 0.88% |
Alpha | -3.9% | 2.35% |
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Get Free Experts GuidanceScheme 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) |
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 |
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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