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: 2.46% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 620.33 Cr As on 28-02-2025(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.

52.5806

9.85%

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 15.37
Sharpe Ratio 0.32
Alpha -4.34
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 5.18 20.93 13.02 19.3 10.12
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.23 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.15 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 9.32 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 9.26 23.48 17.64 23.02 13.73
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 8.71 22.25 17.15 28.39 15.34
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 8.4 23.68 16.38 22.52 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 8.17 25.26 17.02 23.14 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 7.82 21.79 15.06 23.55 14.03
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 6.98 23.24 16.8 24.63 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

11.0%

Others

2.17%

Large Cap

73.77%

Mid Cap

13.05%

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