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: 2.47% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 609.19 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 30% | Exit Load: 1.00% if redeemed before 30 days from the date of allotment. Nil if redeemed on or after 30 days from the date of allotment |
55.3383
0.53 (0.9561%)
9.55%
Benchmark: 14.05%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.9 |
| Sharpe Ratio | 0.29 |
| Alpha | -3.03 |
| Beta | 0.99 |
| 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 | 0.92 | 3.57 | 13.43 | 12.02 | 11.24 |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 5.9 | 9.18 | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 5.03 | - | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 4.46 | 7.41 | 17.74 | 15.44 | 16.13 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 4.25 | 6.01 | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 2.15 | - | - | - | - |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | 2.08 | - | - | - | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 1.48 | 3.9 | 14.46 | 14.76 | 15.37 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | 1.3 | 3.18 | 14.74 | 15.36 | - |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | 13-11-2018 | -0.85 | 1.78 | 12.96 | 12.57 | - |
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
7.67%
Others
1.68%
Large Cap
70.13%
Mid Cap
20.49%
