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  • 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

48.8388

NAV (Feb 22)

15.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Neutral

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

Outperformance Consistency

Good

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

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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

48.8388

NAV (Feb 22)

Fund Returns

Last 1Y
31.6%
Last 3Y
15.7%
Last 5Y
15.2%
Last 10Y
13.1%
Since Inception
10%
6 Month CAGR
15.1%

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
2.49
Launched (17y ago)
Jul 30, 2007
AUM in Crores
557.293
ISIN
INF789F01CE6
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
15.9
Beta (3yr)
0.85
Beta (5yr)
0.96
Sharpe Ratio (3yr)
0.794
Sharpe Ratio (5yr)
0.587
YTM
0
Fund Managers

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI India Consumer Fund (Growth)70%10,70,098 3,37,48615.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-22

Top Stock Holdings

bharti airtel ltd

6.9%
6.9%

maruti suzuki india ltd

6.8%
6.8%

nestle india ltd

5.1%
5.1%

godrej consumer products ltd

5%
5%

avenue supermarts ltd

5%
5%
See all holdings

Allocation by Sector

consumer cyclical

42.4%
42.4%

consumer defensive

29.5%
29.5%

communication services

9%
9%

industrials

5.5%
5.5%

financial services

5.1%
5.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 13,846 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 213,934 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

5.2%

6.8%

17.8%

15.2%

15.8%

12%

5.6%

7.2%

10.9%

9.4%

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 10% over a period of 16 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 2/22/2024 is ₹48.84 with the total AUM as of 2/23/2024 is ₹557.293. 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 Nifty India Consumption TR INR.

UTI India Consumer Fund (G) is rated as a 1 fund in Equity and delivered 31.6% 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 instruments 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 Not Recommended 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 2.49% for regular plan.