UTI India Consumer Fund vs Tata India Consumer Fund compare
Tata India Consumer Fund-Regular Plan-Growth
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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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