Formerly UTI India Consumer Reg DR
₹ 45.0666
NAV (Apr 23)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 45.0666
NAV (Apr 23)
Last 1Y | 37.2% |
Last 3Y | 18.7% |
Last 5Y | 15.4% |
Last 10Y | 12.5% |
Since Inception | 10.2% |
6 Month CAGR | 19.7% |
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 | 2.48 |
Launched (17y ago) | Jul 30, 2007 |
AUM in Crores | 584.116 |
ISIN | INF789F01CG1 |
Lock-in | No Lock-in |
Benchmark | Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.4 |
Standard Deviation (5yr) | 15.8 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.858 |
Sharpe Ratio (5yr) | 0.612 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI India Consumer Fund PlanReinvestment (RIDCW-A) | 10,75,750 | 3,43,138 | 15.4% | |
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.
maruti suzuki india ltd
8%bharti airtel ltd
6.3%avenue supermarts ltd
5.7%trent ltd
5.2%godrej consumer products ltd
5.1%consumer cyclical
40.8%consumer defensive
30.9%communication services
8.5%industrials
6.2%financial services
5.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
16.9% | 11.9% | ||
5.5% | 6.8% | ||
19.4% | 15.2% |
UTI India Consumer Fund PlanReinvestment (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 10.2% over a period of 16 years. The fund was previously known as UTI India Consumer Reg DR. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI India Consumer Fund PlanReinvestment (RIDCW-A) as of 4/23/2024 is ₹45.07 with the total AUM as of 4/24/2024 is ₹584.116. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI India Consumer Fund PlanReinvestment (RIDCW-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 PlanReinvestment (RIDCW-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 PlanReinvestment (RIDCW-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 PlanReinvestment (RIDCW-A) is rated as a 1 fund in Equity and delivered 37.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI India Consumer Fund PlanReinvestment (RIDCW-A).
What is UTI India Consumer Fund PlanReinvestment (RIDCW-A)?
How to invest in UTI India Consumer Fund PlanReinvestment (RIDCW-A)?
You can invest in UTI India Consumer Fund PlanReinvestment (RIDCW-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 PlanReinvestment (RIDCW-A)?
The minimum sip amount for UTI India Consumer Fund PlanReinvestment (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI India Consumer Fund PlanReinvestment (RIDCW-A) good to invest in?
As per Scripbox experts, UTI India Consumer Fund PlanReinvestment (RIDCW-A) is a Not Recommended fund. You can investUTI India Consumer Fund PlanReinvestment (RIDCW-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 PlanReinvestment (RIDCW-A)?
The expense ratio of the UTI India Consumer Fund PlanReinvestment (RIDCW-A) is 2.48% for regular plan.