UTI India Consumer Fund Direct Growth

UTI India Consumer Fund Direct Growth

+10.44%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jun '26
₹58.52
Min. for SIP
₹500
Fund size (AUM)
₹663.73 Cr
Expense ratio
1.55%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,222
-4.63%
3 years₹1,80,000₹1,85,535
+3.08%
5 years₹3,00,000₹3,59,139
+19.71%
10 years₹6,00,000₹10,38,515
+73.09%

Holdings (44)

NameSectorInstrumentsAssets
Mahindra & Mahindra LtdConsumer DiscretionaryEquity9.13%
Zomato LtdTechnologyEquity8.41%
Bharti Airtel LtdTechnologyEquity7.22%
Titan Company LtdConsumer DiscretionaryEquity6.90%
Maruti Suzuki India LtdConsumer DiscretionaryEquity6.06%
Eicher Motors LtdConsumer DiscretionaryEquity4.39%
Trent LtdConsumer DiscretionaryEquity4.19%
ITC LtdConsumer StaplesEquity3.43%
Avenue Supermarts LtdConsumer StaplesEquity3.06%
TVS Motor Company LtdConsumer DiscretionaryEquity2.97%
Polycab India LtdIndustrialsEquity2.64%
Tata Consumer Products LtdConsumer StaplesEquity2.63%
Hindustan Unilever LtdConsumer StaplesEquity2.57%
Nestle India LtdConsumer StaplesEquity2.31%
Hero Motocorp LtdConsumer DiscretionaryEquity2.30%
Phoenix Mills LtdReal EstateEquity2.15%
Net Current AssetsUnspecifiedNet Current Assets2.08%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.81%
HDFC Bank LtdFinancialEquity1.65%
Varun Beverages LtdConsumer StaplesEquity1.64%
Global Health LtdHealthcareEquity1.49%
Info Edge (India) LtdTechnologyEquity1.46%
Havells India LtdConsumer DiscretionaryEquity1.45%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.44%
Bajaj Finance LtdFinancialEquity1.42%
Vishal Mega Mart Ltd.Consumer StaplesEquity1.32%
Tips Industries LtdConsumer DiscretionaryEquity1.30%
Metro Brands LtdConsumer DiscretionaryEquity1.29%
United Spirits LtdConsumer StaplesEquity1.21%
Blue Star LtdIndustrialsEquity1.21%
PB Fintech LtdFinancialEquity1.16%
Berger Paints India LtdMaterialsEquity1.14%
V-Mart Retail LtdConsumer DiscretionaryEquity1.09%
Bikaji Foods International LtdConsumer StaplesEquity1.09%
Brigade Enterprises LtdReal EstateEquity1.00%
Astral LtdIndustrialsEquity0.91%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.90%
Aster DM Healthcare LtdHealthcareEquity0.74%
Barbeque-Nation Hospitality LtdConsumer DiscretionaryEquity0.44%
Vedant Fashions LtdConsumer DiscretionaryEquity0.15%
Kewal Kiran Clothing LtdConsumer DiscretionaryEquity0.14%
Meesho Ltd.Consumer DiscretionaryEquity0.07%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.02%
Others CBLOUnspecifiedCBLO0.02%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+10.4%+10.5%+11.3%+11.1%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)9118--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

VC
Vishal Chopda
Feb 2018 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.

VP
Vicky Punjabi
Jun 2025 - Present
View details

Education
Chartered Accountant
Experience
Prior to joining UTI AMC, he was associated with Morgan Stanley Advantage Services, JM Financial.
Also manages these schemes

About UTI India Consumer Fund Direct Growth

UTI India Consumer Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Vishal Chopda is the Current Fund Manager of UTI India Consumer Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,629 Cr and the Latest NAV as of 09 Jun 2026 is ₹58.52. The UTI India Consumer Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 30 days. ;

Investment Objective

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.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,96,629.25 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,