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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 (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 31-01-2025

47.8398

0.76 (1.5945%)

CAGR Since Inception

10.13%

Benchmark: 14.79%

PERFORMANCE

Returns Type:
of  : 
Start :  
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 Type:
of  : 
  Period:  

Start :  
Period:  

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
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 Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
UTI India Consumer Fund - Regular Plan - IDCW 30-07-2007 15.91 21.09 12.19 14.39 10.0
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 21.35 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 17.77 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 17.03 24.52 18.15 16.27 13.69
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 16.64 24.09 16.49 18.0 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 16.59 26.68 17.85 18.42 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 15.91 21.09 12.19 14.49 10.1
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 15.55 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 13.98 23.05 18.88 21.87 13.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 13.96 22.36 15.61 18.59 14.58

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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