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
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UTI India Consumer Fund Direct Growth
Equity
Sectoral / Thematic
2.0star
INVEST NOW
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Aditya Birla Sun Life Digital India Fund Direct Growth
Equity
Sectoral / Thematic
3.0star
INVEST NOW
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UTI India Consumer Fund Direct Growth
(50.9%)
Aditya Birla Sun Life Digital India Fund Direct Growth
(81.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹100 | - |
| Expense Ratio | 2.11% | 1.02% | - |
| NAV | ₹41.3 (22-Oct-2021) | ₹147.1 (22-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹348Cr | ₹2,536Cr | - |
Returns
keyboard_arrow_up1Y
50.9%
81.7%
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3Y
18.8%
41.4%
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5Y
13.7%
32.4%
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Pros & Cons
keyboard_arrow_upPros
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 2.11%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 8.18 The fund has generated returns higher than benchmark - S&P BSE Teck TRI - in the last 3Y
3. Lower expense ratio: 1.02%
4. Consistently top ranked fund
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Cons
1. Lower AUM: 348Cr. Funds with lower AUM tend to have higher expense ratio
2. Low rating: 2
3. 5Y annualised returns lower than category average by 0.77%
1. 1Y annualised returns lower than category average by 12.49%
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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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
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bharti Airtel Ltd.
9.4%
Asian Paints Ltd.
6.2%
Hindustan Unilever Ltd.
6.0%
Maruti Suzuki India Ltd.
5.9%
Nestle India Ltd.
4.4%
ITC Ltd.
4.3%
Avenue Supermarts Ltd.
4.0%
Dabur India Ltd.
3.4%
Eicher Motors Ltd.
3.4%
Marico Ltd.
3.0%
Name
Assets
Infosys Ltd.
17.2%
Tata Consultancy Services Ltd.
12.2%
HCL Technologies Ltd.
9.7%
Tech Mahindra Ltd.
8.7%
Bharti Airtel Ltd.
6.7%
Cyient Ltd.
4.0%
Persistent Systems Ltd.
3.8%
Just Dial Ltd.
3.0%
Wipro Ltd.
2.7%
Mphasis Ltd.
2.5%
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Fund Manager
keyboard_arrow_upName
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 Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.
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About Fund
keyboard_arrow_upDescription
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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