UTI India Consumer Fund - Regular Plan - Growth Option
(Erstwhile UTI India Lifestyle Fund - Regular Plan - Growth Option)
Fund House: UTI Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 30-07-2007 |
| Asset Class: Equity |
| Benchmark: Nifty India Consumption TRI |
| TER: 2.48% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 609.99 Cr As on (30-04-2024) |
| Turn over: 30% | Exit Load: Exit load of 1% if redeemed within 30 days. |
51.8952
0.59 (1.1371%)
10.3%
Benchmark: 14.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 3 Months
14 Years 2 Months
16 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme provides long term capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.37 |
| Sharpe Ratio | 0.87 |
| Alpha | -2.46 |
| Beta | 0.75 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.95%
Others
5.76%
Large Cap
64.58%
Mid Cap
20.7%
