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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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UTI India Consumer Fund Direct Growth

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

Equity
Sectoral/Thematic
3.0 star
INVEST NOW
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UTI India Consumer Fund Direct Growth

(-1.4%)

Aditya Birla Sun Life Digital India Fund Direct Growth

(34.0%)
1Y
3Y
5Y
Fund Details
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RiskHighHigh-
Min SIP Amount₹500₹1000-
Expense Ratio2.12%1.65%-
NAV₹26.9 (29-Sep-2020)₹76.1 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹260Cr₹540Cr-
Returns
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1Y
-1.4%
34.0%
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3Y
3.4%
26.0%
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5Y
6.8%
16.0%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 2.22%
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.67%
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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-
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Bharti Airtel Ltd.
9.3%
Hindustan Unilever Ltd.
8.0%
Maruti Suzuki India Ltd.
7.7%
Asian Paints Ltd.
5.6%
ITC Ltd.
5.3%
Nestle India Ltd.
5.1%
Dabur India Ltd.
3.6%
Avenue Supermarts Ltd.
3.2%
Crompton Greaves Consumer Electricals Ltd.
3.0%
HDFC Bank Ltd.
3.0%
Name
Assets
Infosys Ltd.
25.3%
Bharti Airtel Ltd.
10.8%
Tech Mahindra Ltd.
9.7%
HCL Technologies Ltd.
6.7%
Majesco Ltd.
6.4%
Cyient Limited
5.5%
Honeywell Automation India Ltd.
4.9%
Apple Inc. (USA)
4.3%
Tata Consultancy Services Ltd.
3.9%
Just Dial Ltd.
3.6%
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Fund Manager
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Name
Lalit Gopalan Nambiar
Kunal Sangoi
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Education

Mr. Nambiar is a B. Com (H), MMS and CFA.

Mr. Sangoi is a B.Com (H) and Chartered Accountant.

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Experience

Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.

Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

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About Fund
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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
01 Feb 2003
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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