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
Asset Size (Cr) ₹2101 Cr ₹661 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2015 30 Jul 2007
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 57.26% 17%
Expense Ratio 2.02 2.46
Manager Sonam Udasi Vishal Chopda
ISIN Code INF277K010A2 INF789F01CE6
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -5.74% -7.94%
6 Month 12% 6.27%
1 Year 28.86% 25.44%
3 Year 17.16% 10.96%
5 Year 20.15% 15.82%

SIP Return Analysis

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year 27.07% 18.64%
3 Year 26.99% 20.07%
5 Year 24.09% 18.8%

Rolling Lumpsum Returns

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 19.26% 12.03%
3 Year 16.34% 11.74%
5 Year 15.94% 11.74%

Risk Management

Scheme Name Tata India Consumer Fund-Regular Plan-Growth UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 12.98% 12.1%
Sharp 1.06% 0.55%
Beta 0.92% 0.93%
Alpha -0.37% -3.45%

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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 7.9 5.31
Small Cap 28.97 9.51
Large Cap 50.06 64.49
Mid Cap 13.07 20.69

Sector Allocation

Scheme Name

Tata India Consumer Fund-Regular Plan-Growth

UTI India Consumer Fund - Regular Plan - Growth Option

Others 2.69 1.2
Consumer Staples 36.55 24.18
Automobile 12.31 18.32
Services 20.38 19.17
Materials 5.12 4.42
Metals & Mining 1.31 -
Consumer Discretionary 11.93 11.79
Textiles 1.23 2.33
Chemicals 1.38 -
Capital Goods 7.1 3.33
Financial - 3.75
Healthcare - 1.11
Construction - 2.62
Communication - 6.76
Insurance - 1.02

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