Home>Mutual Funds>Compare>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
2.0 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
(17.6%)
Aditya Birla Sun Life Digital India Fund Direct Growth
(62.2%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | High | High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 2.11% | 1.55% | - |
| NAV | ₹34.0 (21-Jan-2021) | ₹98.4 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹298Cr | ₹861Cr | - |
Returns
keyboard_arrow_up1Y
17.6%
62.2%
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3Y
8.2%
27.0%
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5Y
13.7%
22.7%
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Pros & Cons
keyboard_arrow_upPros
Found nothing so far.
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 - 2.12%
4. 1Y Returns are lower than the category average returns
5. 3Y Returns are lower than the category average returns
6. 5Y Returns are lower than the category average returns
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 - 1.59%
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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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Turn Over
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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.
8.0%
Hindustan Unilever Ltd.
7.7%
Maruti Suzuki India Ltd.
6.7%
ITC Ltd.
5.7%
Asian Paints Ltd.
5.6%
Nestle India Ltd.
5.4%
Dabur India Ltd.
3.6%
HDFC Bank Ltd.
3.0%
Avenue Supermarts Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
3.0%
Name
Assets
Infosys Ltd.
24.8%
Tata Consultancy Services Ltd.
10.2%
Tech Mahindra Ltd.
7.7%
HCL Technologies Ltd.
6.3%
Bharti Airtel Ltd.
5.6%
Cyient Limited
5.1%
Just Dial Ltd.
5.0%
Majesco Ltd.
4.0%
Honeywell Automation India Ltd.
3.5%
Apple Inc. (USA)
2.9%
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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 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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