• Mutual Funds
  • UTI Mutual Fund
  • UTI India Consumer Fund (Growth)

Formerly UTI India Lifestyle Reg Gr

UTI Mutual Fund

UTI India Consumer Fund (Growth)

EquitySectoral / Thematic - Consumption

40.2801

NAV (Nov 30)

9.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

Sectoral / thematic - consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

40.2801

NAV (Nov 30)

Fund Returns

Last 1Y

1.3%

Last 3Y

13.6%

Last 5Y

9.4%

Last 10Y

11.3%

Since Inception

9.5%

6 Month CAGR

11.8%

Scheme Information

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.

Expense Ratio

2.65

Launched (15y ago)

Jul 30, 2007

AUM in Crores

472.800

ISIN

INF789F01CE6

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17.8

Standard Deviation (5yr)

17

Beta (3yr)

0.96

Beta (5yr)

0.96

Sharpe Ratio (3yr)

0.606

Sharpe Ratio (5yr)

0.372

YTM

0

Fund Managers

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-30

Top Stock Holdings

maruti suzuki india ltd

7.9%
7.9%

bharti airtel ltd

7.8%
7.8%

itc ltd

5.5%
5.5%

asian paints ltd

5.3%
5.3%

titan co ltd

4.8%
4.8%
See all holdings

Allocation by Sector

consumer cyclical

40.3%
40.3%

consumer defensive

29%
29%

financial services

9.5%
9.5%

communication services

7.8%
7.8%

basic materials

5.3%
5.3%
See all sectors

Compare UTI India Consumer Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.5%

    11.8%

    3.9%

    6.7%

    17.2%

    14.6%

    16.5%

    15.7%

    UTI India Consumer Fund (G) Review

    UTI India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 9.5% over a period of 15 years. The fund was previously known as UTI India Lifestyle Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.

    Nav of UTI India Consumer Fund (G) as of 11/30/2022 is ₹40.28 with the total AUM as of 12/1/2022 is ₹472.8. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI India Consumer Fund (G) was launched on Jul 30, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI India Consumer Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    UTI India Consumer Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty India Consumption TR INR.

    UTI India Consumer Fund (G) is rated as a 2 fund in Equity and delivered 1.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI India Consumer Fund (G).

    Frequently Asked Questions

    What is UTI India Consumer Fund (G)?

    UTI India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI India Consumer Fund (G)?

    You can invest in UTI India Consumer Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI India Consumer Fund (G)?

    The minimum sip amount for UTI India Consumer Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI India Consumer Fund (G) good to invest in?

    As per Scripbox experts, UTI India Consumer Fund (G) is a Neutral fund. You can investUTI India Consumer Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI India Consumer Fund (G)?

    The expense ratio of the UTI India Consumer Fund (G) is 2.65% for regular plan.