UTI India Consumer Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
AUM:
₹ 673.81 Cr
Expense Ratio
2.42%
Benchmark
Nifty India Consumption TRI
ISIN
INF789F01CE6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Vishal Chopda, Mr. Vicky Punjabi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - Growth Option | -4.15 | 9.76 | 9.96 |
| Nifty India Consumption TRI | -1.37 | 12.53 | 13.51 |
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
54.0443
Last change
0.01 (0.0222%)
Fund Size (AUM)
₹ 673.81 Cr
Performance
9.36% (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, Mr. Vicky Punjabi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 9.13 |
| ZOMATO LIMITED EQ | 8.41 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.22 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 6.9 |
| MARUTI SUZUKI INDIA LIMITED EQ | 6.06 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 4.39 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.19 |
| ITC LIMITED EQ NEW FV RE.1/- | 3.43 |
| AVENUE SUPERMARTS LIMITED EQ | 3.06 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 2.97 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 24.87 |
| Consumer Services | 22.0 |
| Fast Moving Consumer Goods | 14.88 |
| Consumer Durables | 14.33 |
| Telecommunication | 7.22 |
| Financial Services | 4.23 |
| Capital Goods | 3.55 |
| Realty | 3.15 |
| Healthcare | 2.23 |
| Media, Entertainment & Publication | 1.3 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI India Consumer Reg Gr | 9.96 |