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 (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 715.45 Cr As on 29-11-2024(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. |
56.8169
-0.93 (-1.6305%)
10.5%
Benchmark: 14.95%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty India Consumption 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 | 14.27 |
| Sharpe Ratio | 0.52 |
| Alpha | -3.9 |
| Beta | 0.94 |
| 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
11.56%
Others
2.09%
Large Cap
68.29%
Mid Cap
18.12%
