Compare Funds

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

UTI India Consumer Fund Direct Growth

Equity
Thematic
1.0

Aditya Birla Sun Life Digital India Fund Direct Growth

Equity
Sectoral

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UTI India Consumer Fund Direct Growth

(11.4%)

Aditya Birla Sun Life Digital India Fund Direct Growth

(6.7%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
1.47%
0.85%
-
NAV
₹56.8 (14-Feb-2025)
₹194.6 (14-Feb-2025)
-
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹675Cr
₹5,095Cr
-
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 1% if redeemed within 30 days.
-
Returns
1Y
11.4%
6.7%
-
3Y
13.3%
11.5%
-
5Y
14.1%
25.1%
-
Pros & Cons
Pros
1.1Y annualised returns higher than category average by 2.37%
1.3Y, 5Y and 10Y annualised returns higher than category average
2.Lower expense ratio: 0.85%
-
Cons
1.3Y, 5Y and 10Y annualised returns lower than category average
2.Higher expense ratio: 1.47%
3.Low rating: 1
1.1Y annualised returns lower than category average by 4.94%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
Bharti Airtel Ltd.
7.2%
Maruti Suzuki India Ltd.
5.9%
Trent Ltd.
5.1%
Mahindra & Mahindra Ltd.
4.4%
ITC Ltd.
4.3%
Avenue Supermarts Ltd.
4.2%
Hindustan Unilever Ltd.
4.0%
Godrej Consumer Products Ltd.
4.0%
Hero Motocorp Ltd.
3.5%
Jubilant FoodWorks Ltd.
2.8%
Name
Assets
Infosys Ltd.
20.8%
Bharti Airtel Ltd.
9.3%
Tata Consultancy Services Ltd.
9.3%
Tech Mahindra Ltd.
7.5%
LTIMindtree Ltd.
7.3%
Zomato Ltd.
4.4%
HCL Technologies Ltd.
4.4%
Coforge Ltd.
3.6%
Cyient Ltd.
3.4%
Firstsource Solutions Ltd.
2.5%
-
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.

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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

-

Registrar & Transfer Agent

KFin Tech

Cams

-

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