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UTI India Consumer Fund vs Tata India Consumer Fund compare

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
Fund Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High Risk
Asset Size (Cr) ₹2375 Cr ₹675 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Dec 2015 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 57.26% 17%
Expense Ratio 2 2.44
Manager Sonam Udasi Vishal Chopda
ISIN Code INF277K010A2 INF789F01CE6
Exits Load Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 UTI India Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -4.92% -3.97%
6 Month -11.04% -13.3%
1 Year 10.86% 7.58%
3 Year 17.08% 11.52%
5 Year 16.74% 12.98%

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year -6.12% -10.48%
3 Year 16.49% 11.6%
5 Year 18.21% 13.79%

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 19.88% 12.3%
3 Year 16.83% 11.78%
5 Year 16.34% 11.87%

Risk Management

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 15.475% 14.623%
Sharp 0.743% 0.437%
Beta 0.955% 0.916%
Alpha 3.8% -0.985%

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Fund Managers

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
Name Sonam Udasi Vishal Chopda
Total AUM ₹12959 Cr ₹6487 Cr
Fund Manage 6 3
Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 9.1 4.62
Mid Cap 16.93 17.67
Small Cap 31.92 12.03
Large Cap 42.05 65.68

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 9.1 4.62
Industrial Products 2.66 3.12
Food Products 8.7 3.63
Household Products 6.31 -
Textiles & Apparels 1.25 2.17
Leisure Services 3.72 2.82
Consumer Durables 18.42 13.97
Capital Markets 1.35 -
Diversified FMCG 9.91 8.23
Automobiles 5.84 15.17
Agricultural Food & other Products 4 2.32
Retailing 14.09 15.74
Chemicals & Petrochemicals 1.19 -
Personal Products 0.63 5.47
Financial Technology (Fintech) 1.65 0.78
Auto Components 0.94 -
Beverages 7.68 4.16
Industrial Manufacturing 1.61 -
Commercial Services & Supplies 0.95 -
Banks - 2.68
Healthcare Services - 2.03
Realty - 1.98
Finance - 1.42
Telecom - Services - 6.75
Entertainment - 1.5
Insurance - 1.44

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