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  • UTI India Consumer Fund PlanReinvestment (RIDCW-A)

Formerly UTI India Consumer Reg DR

UTI Mutual Fund

UTI India Consumer Fund PlanReinvestment (RIDCW-A)

EquitySectoral / Thematic - Consumption

48.8523

NAV (Jun 12)

17.1%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

48.8523

NAV (Jun 12)

Fund Returns

Last 1Y
36.3%
Last 3Y
17.7%
Last 5Y
17.1%
Last 10Y
12.1%
Since Inception
10.7%
6 Month CAGR
21.8%

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
2.46
Launched (17y ago)
Jul 30, 2007
AUM in Crores
602.966
ISIN
INF789F01CG1
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.1
Standard Deviation (5yr)
15.8
Beta (3yr)
0.86
Beta (5yr)
0.96
Sharpe Ratio (3yr)
0.862
Sharpe Ratio (5yr)
0.687
YTM
0
Fund Managers

Vishal Chopda

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI India Consumer Fund PlanReinvestment (RIDCW-A)70%11,25,341 3,92,72917.1%
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 2024-06-12

Top Stock Holdings

maruti suzuki india ltd

7.2%
7.2%

bharti airtel ltd

6.8%
6.8%

trent ltd

5.7%
5.7%

avenue supermarts ltd

5.2%
5.2%

godrej consumer products ltd

5%
5%
See all holdings

Allocation by Sector

consumer cyclical

41.5%
41.5%

consumer defensive

29.4%
29.4%

communication services

8.9%
8.9%

industrials

7.4%
7.4%

financial services

5.2%
5.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,654 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
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

6%

7.3%

5.7%

6.8%

14.8%

12.1%

17.8%

15.3%

UTI India Consumer Fund PlanReinvestment (RIDCW-A) Review

UTI India Consumer Fund PlanReinvestment (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 10.7% 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 6/12/2024 is ₹48.85 with the total AUM as of 6/13/2024 is ₹602.966. 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 36.3% 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).

Frequently Asked Questions

What is UTI India Consumer Fund PlanReinvestment (RIDCW-A)?

UTI India Consumer Fund PlanReinvestment (RIDCW-A) 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 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 2.46% for regular plan.