- Mutual Funds
- UTI Mutual Fund
- UTI India Consumer Fund (G)
UTI India Consumer Fund (G)
₹ 60.6131
NAV (Oct 21)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 60.6131
NAV (Oct 21)
Fund Returns
Last 1Y | 39.1% |
Last 3Y | 14.2% |
Last 5Y | 17.8% |
Last 10Y | 12.8% |
Since Inception | 11.1% |
6 Month CAGR | 21.7% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 2.43% |
Launched 17Y ago | 2007-07-30 |
AUM in Crores | 777 |
ISIN | INF789F01CE6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.7 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI India Consumer Fund (G) | 11,46,992 | 4,14,380 | 17.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Maruti Suzuki India Ltd.
6.59%Bharti Airtel Ltd.
6.33%Trent Ltd.
6%Avenue Supermarts Ltd.
5.14%Godrej Consumer Products Ltd.
4.89%Allocation by Sector
Consumer Staples
25.1%Services
20.81%Automobile
16.82%Consumer Discretionary
11.61%Communication
6.33%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.3% | ||
6% | 6.8% | ||
6.1% | 6.9% | ||
15.7% | 15.3% | ||
19.9% | 14.2% |
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 11.08% over 17 years. The fund has grown over a period of 17 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is Vishal Chopda.
Nav of UTI India Consumer Fund (G) as of 10/21/2024 is ₹60.61 with the total AUM as of 10/22/2024 is ₹776.98. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI India Consumer Fund (G) was launched on 2007-07-30. The category risk of the fund is Above Average.
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 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 39.07% 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)?
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?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your 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 2.43% for regular plan.
What is the NAV of UTI India Consumer Fund (G)?
Today's UTI India Consumer Fund (G) NAV is ₹60.61.