UTI India Consumer Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
AUM:
₹ 686.08 Cr
Expense Ratio
2.44%
Benchmark
Nifty India Consumption TRI
ISIN
INF789F01CE6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - Growth Option | 0.07 | 18.19 | 18.53 |
| Nifty India Consumption TRI | 4.16 | 20.89 | 20.96 |
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
56.453
Last change
0.53 (0.9411%)
Fund Size (AUM)
₹ 686.08 Cr
Performance
10.16% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 8.04 |
| MARUTI SUZUKI INDIA LIMITED EQ | 5.84 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.9 |
| AVENUE SUPERMARTS LIMITED EQ | 4.29 |
| GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- | 4.22 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.2 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 3.99 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.77 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.55 |
| Nestle India Ltd | 3.49 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 23.67 |
| Consumer Services | 20.16 |
| Automobile and Auto Components | 18.77 |
| Consumer Durables | 11.63 |
| Telecommunication | 8.04 |
| Financial Services | 5.08 |
| Capital Goods | 3.36 |
| Healthcare | 3.06 |
| Realty | 2.11 |
| N/A | 1.89 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI India Consumer Reg Gr | 18.53 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| Sundaram Consumption Reg Gr | 21.45 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Tata India Consumer Reg Gr | 22.36 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 24.05 |
| ABSL India GenNext Fund Gr | 22.41 |
| Mirae Asset Great Consumer Reg Gr | 23.86 |
| ICICI Pru Bharat Consumption Gr | 21.97 |