- Mutual Funds
- UTI Mutual Fund
- UTI India Consumer Fund (PIDCW-A)
Formerly UTI India Consumer Reg DP
UTI India Consumer Fund (PIDCW-A)
₹ 50.8827
NAV (Jul 25)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.8827
NAV (Jul 25)
Fund Returns
Last 1Y | 37.3% |
Last 3Y | 17.7% |
Last 5Y | 19.7% |
Last 10Y | 12.3% |
Since Inception | 10.9% |
6 Month CAGR | 24.8% |
Scheme Information
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 | 2.44 |
Launched (17y ago) | Jul 30, 2007 |
AUM in Crores | 660.508 |
ISIN | INF789F01CF3 |
Lock-in | No Lock-in |
Benchmark | Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.6 |
Standard Deviation (5yr) | 16.1 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0.916 |
Sharpe Ratio (5yr) | 0.78 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI India Consumer Fund (PIDCW-A) | 12,03,582 | 4,70,970 | 19.6% | |
| 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
bharti airtel ltd
6.5%maruti suzuki india ltd
6.4%trent ltd
6.3%avenue supermarts ltd
5.2%godrej consumer products ltd
4.9%Allocation by Sector
consumer cyclical
41.4%consumer defensive
29.8%communication services
8.9%industrials
7.1%financial services
5.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.8% | 6.9% | ||
18.8% | 15.5% | ||
16.4% | 12.2% | ||
5.8% | 6.8% | ||
6.1% | 7.3% |
UTI India Consumer Fund (PIDCW-A) Review
UTI India Consumer Fund (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 10.9% over a period of 16 years. The fund was previously known as UTI India Consumer Reg DP. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI India Consumer Fund (PIDCW-A) as of 7/25/2024 is ₹50.88 with the total AUM as of 7/26/2024 is ₹660.508. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI India Consumer Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered 37% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI India Consumer Fund (PIDCW-A).
Frequently Asked Questions
What is UTI India Consumer Fund (PIDCW-A)?
How to invest in UTI India Consumer Fund (PIDCW-A)?
You can invest in UTI India Consumer Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for UTI India Consumer Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI India Consumer Fund (PIDCW-A) good to invest in?
As per Scripbox experts, UTI India Consumer Fund (PIDCW-A) is a Not Recommended fund. You can investUTI India Consumer Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the UTI India Consumer Fund (PIDCW-A) is 2.44% for regular plan.