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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: 2.44% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 705.51 Cr As on 31-12-2024(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.
NAV as on 20-01-2025

55.4023

-0.13 (-0.2327%)

CAGR Since Inception

10.16%

Benchmark: 14.77%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
Nifty India Consumption TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 14.33
Sharpe Ratio 0.46
Alpha -3.91
Beta 0.94
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 16.97 21.98 11.36 14.6 10.37
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 22.3 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 22.09 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 19.46 29.25 17.72 19.28 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 16.69 25.14 15.57 18.22 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 15.92 23.25 15.2 19.29 14.87
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 15.83 - - - -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 15.65 24.1 18.47 20.92 15.29
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 15.15 24.45 16.97 16.26 13.54
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 14.66 23.67 18.28 21.58 13.08

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

12.51%

Others

2.97%

Large Cap

69.07%

Mid Cap

15.45%

Scheme Documents

There are no scheme documents available

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