UTI India Consumer Fund - Regular Plan - IDCW
(Erstwhile UTI India Lifestyle Fund - Regular Plan - Dividend 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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 709.16 Cr As on 31-10-2024(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. |
49.1776
0.2 (0.4101%)
10.43%
Benchmark: 14.99%
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
16 Years 4 Months
16 Years 11 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 | 12.1 |
| Sharpe Ratio | 0.87 |
| Alpha | -2.37 |
| 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
12.03%
Others
4.62%
Large Cap
65.68%
Mid Cap
17.67%
