• 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

39.6893

NAV (Dec 03)

15%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

357 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Historical NAV

39.6893

NAV (Dec 3)

Fund Returns

Last 1Y

35.4%

Last 3Y

15.9%

Last 5Y

15%

Last 10Y

13.2%

Since Inception

10.1%

6 Month CAGR

18.3%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.91

Launched (14y ago)

Jul 30, 2007

AUM in Crores

356.777

ISIN

INF789F01CE6

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Vishal Chopda

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 185,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.4%

    11.9%

    17.4%

    11.9%

    17.4%

    11.9%

    4.6%

    7.2%

    4%

    7.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
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    About UTI India Consumer Fund (G)

    About UTI India Consumer Fund (G)

    UTI India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 10.1% over a period of 14 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

    UTI India Consumer Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    UTI India Consumer Fund (G) NAV,AUM,Risk

    The UTI India Consumer Fund (G) fund was launched on Jul 30, 2007. The NAV (Net Asset Value) of this Sectoral / Thematic - Consumption Equity fund as of 2021-12-03 is ₹39.69. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹356.777. The category risk of the UTI India Consumer Fund (G) fund is Very High Risk. The fund charges 2.91 % as expense ratio.

    UTI India Consumer Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96% in this asset class. The top three holdings of the fund are , bharti airtel ltd , asian paints ltd , maruti suzuki india ltd , hindustan unilever ltd , nestle india ltd , net current assets , itc ltd , avenue supermarts ltd , titan co ltd , dabur india ltd , godrej consumer products ltd , marico ltd , crompton greaves consumer electricals ltd , eicher motors ltd , icici bank ltd , jubilant foodworks ltd , hdfc bank ltd , aditya birla fashion and retail ltd , united breweries ltd , sheela foam ltd , metropolis healthcare ltd , bajaj finance ltd , relaxo footwears ltd , radico khaitan ltd , whirlpool of india ltd , heritage foods ltd , phoenix mills ltd , zomato ltd , procter & gamble hygiene and health care ltd , v-mart retail ltd , page industries ltd , barbeque-nation hospitality ltd , orient electric ltd ordinary shares , supreme industries ltd , fsn e-commerce ventures ltd , eq-rgtren bharti airtel ltd.

    UTI India Consumer Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    UTI India Consumer Fund (G) Investment volatility and Horizon

    This fund 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) Review

    UTI India Consumer Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, UTI India Consumer Fund (G) has a score of 2 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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