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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 686.08 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 30% | Exit Load: W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment. |
50.6137
-0.13 (-0.2655%)
10.24%
Benchmark: 14.88%
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 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 | 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
11.61%
Others
1.93%
Large Cap
77.54%
Mid Cap
8.96%
