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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

UTI India Consumer Fund Direct Growth

Equity
Sectoral / Thematic
2.0
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Aditya Birla Sun Life Digital India Fund Direct Growth

Equity
Sectoral / Thematic
INVEST NOW

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UTI India Consumer Fund Direct Growth

(-4.8%)

Aditya Birla Sun Life Digital India Fund Direct Growth

(-11.5%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio1.80%0.89%-
NAV₹39.5 (02-Feb-2023)₹132.8 (02-Feb-2023)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹453Cr₹3,244Cr-
Exit LoadExit load of 1% if redeemed within 30 days.Exit load of 1% if redeemed within 30 days.-
Returns
1Y
-4.8%
-11.5%
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3Y
10.9%
29.6%
-
5Y
8.8%
22.1%
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Pros & Cons
Pros
Found nothing so far.
1. Consistently top ranked fund
2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
3. Higher alpha: 5.41 The fund has generated returns higher than benchmark - S&P BSE Teck Total Return Index - in the last 3Y
4. Lower expense ratio: 0.89%
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Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
2. Higher expense ratio: 1.8%
3. Low rating: 2
Found nothing so far.
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Holding Analysis

Top 5
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Top 20
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-
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P/E
-
-
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P/B
-
-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Maruti Suzuki India Ltd.
7.8%
Bharti Airtel Ltd.
7.4%
Asian Paints Ltd.
5.5%
Titan Company Ltd.
5.2%
Nestle India Ltd.
4.5%
ITC Ltd.
4.5%
Godrej Consumer Products Ltd.
4.3%
Avenue Supermarts Ltd.
4.0%
Hindustan Unilever Ltd.
3.9%
Eicher Motors Ltd.
3.7%
Name
Assets
Infosys Ltd.
25.5%
Tata Consultancy Services Ltd.
10.5%
HCL Technologies Ltd.
8.9%
Tech Mahindra Ltd.
8.0%
LTIMindtree Ltd.
6.6%
Bharti Airtel Ltd.
5.3%
Coforge Ltd.
3.3%
Cyient Ltd.
3.3%
Birlasoft Ltd.
2.4%
Wipro Ltd.
2.2%
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Fund Manager
Name
Vishal Chopda
Kunal Sangoi
-
Education
Mr. Chopda is BE, PGDM & CFA
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
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Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.
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About Fund
Description

UTI Mutual Fund started their mutual fund on 01/02/2003 and its managing total assets of ₹1,50,669 Cr. Its ranked at 6 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date

14 Nov 2002

23 Dec 1994

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Custodian

Stock Holding Corp. of India Ltd.

Citibank NA

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Registrar & Transfer Agent

KFin Tech

Cams

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