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: 2.45% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 651.45 Cr As on 31-03-2025(Source:AMFI)
Turn over: 30% | Exit Load: :  1.00% if redeemed before 30 days from the date of investment. No on or after 30 days from the date of investment.

54.8601

10.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.56
Sharpe Ratio 0.35
Alpha -4.42
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 8.83 20.94 12.9 18.34 10.21
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 16.79 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 14.22 23.94 17.63 21.94 13.77
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 13.24 23.77 16.18 21.51 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 13.15 26.31 17.11 22.18 -
HSBC Consumption Fund - Regular Growth 31-08-2023 12.11 - - - -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 11.69 21.42 14.86 22.42 14.41
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 11.59 24.03 18.72 26.95 13.98
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.55 - - - -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 10.51 22.14 16.33 27.76 14.92

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.96%

Others

2.8%

Large Cap

75.38%

Mid Cap

10.83%

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