Compare UTI India Consumer Fund Direct Growth vs Aditya Birla Sun Life Digital India Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
UTI India Consumer Fund Direct GrowthEquity
Thematic
1.0
Aditya Birla Sun Life Digital India Fund Direct GrowthEquity
Sectoral
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UTI India Consumer Fund Direct Growth

(28.3%)

Aditya Birla Sun Life Digital India Fund Direct Growth

(33.9%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
1.53%
0.82%
-
NAV
₹63.2 (13-Dec-2024)
₹221.0 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹777Cr
₹5,261Cr
-
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 1% if redeemed within 30 days.
-

Returns

1Y
28.3%
33.9%
-
3Y
14.7%
13.1%
-
5Y
17.7%
31.4%
-

Pros & Cons

Pros
1.1Y annualised returns higher than category average by 1.06%
1.3Y, 5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.82%
-

Cons
1.3Y, 5Y and 10Y annualised returns lower than category average2.Higher expense ratio: 1.53%3.Low rating: 1
1.1Y annualised returns lower than category average by 7.38%
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Bharti Airtel Ltd.
6.8%
Trent Ltd.
6.3%
Maruti Suzuki India Ltd.
4.7%
ITC Ltd.
4.3%
Godrej Consumer Products Ltd.
4.2%
Mahindra & Mahindra Ltd.
4.1%
Avenue Supermarts Ltd.
3.8%
Hindustan Unilever Ltd.
3.7%
Hero Motocorp Ltd.
3.7%
United Spirits Ltd.
2.8%
Name
Assets
Infosys Ltd.
21.6%
Tata Consultancy Services Ltd.
9.6%
Bharti Airtel Ltd.
8.5%
Tech Mahindra Ltd.
7.0%
LTIMindtree Ltd.
6.9%
Zomato Ltd.
4.6%
HCL Technologies Ltd.
4.5%
Cyient Ltd.
4.0%
Coforge Ltd.
3.7%
Firstsource Solutions Ltd.
2.6%
-

Fund Manager

Name
Vishal Chopda
Kunal Sangoi
-
Education
Mr. Chopda is BE, PGDM & CFA
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
-
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.
-

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.
-
Launch Date
14 Nov 2002
23 Dec 1994
-
Custodian
Stock Holding Corp. of India Ltd.
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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