Home>Mutual Funds>Compare UTI India Consumer Fund Direct Growth with Aditya Birla Sun Life Digital India Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
UTI India Consumer Fund Direct Growth
Equity
Sectoral / Thematic
3.0
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Aditya Birla Sun Life Digital India Fund Direct Growth
Equity
Sectoral / Thematic
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UTI India Consumer Fund Direct Growth
(12.1%)
Aditya Birla Sun Life Digital India Fund Direct Growth
(14.0%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹100 | - |
| Expense Ratio | 2.37% | 0.71% | - |
| NAV | ₹37.6 (20-May-2022) | ₹123.1 (20-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹379Cr | ₹3,398Cr | - |
| Exit Load | Exit load of 1% if redeemed within 30 days. | Exit load of 1% if redeemed within 30 days. | - |
Returns
1Y
12.1%
14.0%
-
3Y
13.2%
30.9%
-
5Y
9.8%
27.5%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.47%
2. Lower expense ratio: 2.37%
Found nothing so far.
-
Cons
1. Lower AUM: 379Cr. Funds with lower AUM tend to have higher expense ratio
2. 1Y and 5Y annualised returns lower than category average
Found nothing so far.
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Holding Analysis
Top 5
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-
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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
Bharti Airtel Ltd.
7.0%
Maruti Suzuki India Ltd.
6.6%
Asian Paints Ltd.
6.4%
ITC Ltd.
5.7%
Hindustan Unilever Ltd.
4.0%
Nestle India Ltd.
3.8%
Avenue Supermarts Ltd.
3.8%
Godrej Consumer Products Ltd.
3.3%
Metro Brands Ltd.
3.2%
Titan Company Ltd.
3.2%
Name
Assets
Infosys Ltd.
20.9%
Tata Consultancy Services Ltd.
9.6%
HCL Technologies Ltd.
9.0%
Tech Mahindra Ltd.
7.1%
Wipro Ltd.
6.0%
Bharti Airtel Ltd.
5.4%
Aditya Birla Sun Life Overnight Fund Direct - Growth
4.4%
Cyient Ltd.
3.2%
Mphasis Ltd.
2.6%
Larsen & Toubro Infotech Ltd.
2.4%
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Fund Manager
Name
Vishal Chopda
Kunal Sangoi
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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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