UTI India Consumer Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
AUM:
₹ 609.99 Cr
Expense Ratio
2.47%
Benchmark
Nifty India Consumption TRI
ISIN
INF789F01CE6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Vishal Chopda
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - Growth Option | 31.5 | 17.87 | 16.69 |
| Nifty India Consumption TRI | 35.79 | 21.71 | 19.01 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
51.98
Last change
0.1 (0.186%)
Fund Size (AUM)
₹ 609.99 Cr
Performance
10.31% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
Vishal Chopda
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Maruti Suzuki India Ltd. | 7.8 |
| Bharti Airtel Ltd. | 6.5 |
| Avenue Supermarts Ltd. | 5.55 |
| Trent Ltd. | 5.53 |
| Godrej Consumer Products Ltd. | 4.8 |
| Nestle India Ltd. | 4.11 |
| Titan Company Ltd. | 3.88 |
| ITC Ltd. | 3.86 |
| Tata Motors Ltd. | 3.32 |
| Hero Motocorp Ltd. | 3.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 24.42 |
| Automobile | 19.27 |
| Services | 18.47 |
| Consumer Discretionary | 11.61 |
| Communication | 6.5 |
| Materials | 4.63 |
| Financial | 3.81 |
| Capital Goods | 2.87 |
| Construction | 2.66 |
| Textiles | 2.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI India Consumer Reg Gr | 16.69 |
| ICICI Pru Bharat Consumption Gr | 18.78 |
| Nippon India Consumption Gr Gr | 23.67 |
| Mahindra Manulife Consumption Fund Reg Gr | 16.45 |
| Tata India Consumer Reg Gr | 18.8 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.25 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.51 |
| Mirae Asset Great Consumer Reg Gr | 20.14 |
| Sundaram Consumption Reg Gr | 16.21 |
| SBI Consumption Opportunities Reg Gr | 20.63 |