UTI India Consumer Fund Direct Growth

UTI India Consumer Fund Direct Growth

Equity
Thematic
Very High Risk
+16.10%
3Y annualised
-1.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Feb '26
₹60.97
Min. for SIP
₹500
Fund size
₹683.25 Cr
Expense ratio
1.60%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,857
-0.24%
3 years₹1,80,000₹2,01,519
+11.96%
5 years₹3,00,000₹3,87,336
+29.11%
10 years₹6,00,000₹11,18,572
+86.43%

Holdings (47)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity7.76%
Bharti Airtel Ltd.CommunicationEquity7.43%
Maruti Suzuki India Ltd.AutomobileEquity7.01%
Eternal Ltd.ServicesEquity5.76%
Titan Company Ltd.Consumer DiscretionaryEquity5.24%
ITC Ltd.Consumer StaplesEquity4.36%
Eicher Motors Ltd.AutomobileEquity4.24%
Hero Motocorp Ltd.AutomobileEquity3.08%
Godrej Consumer Products Ltd.Consumer StaplesEquity3.05%
Hindustan Unilever Ltd.Consumer StaplesEquity2.67%
Trent Ltd.ServicesEquity2.60%
Tata Consumer Products Ltd.Consumer StaplesEquity2.57%
Avenue Supermarts Ltd.ServicesEquity2.43%
The Phoenix Mills Ltd.ConstructionEquity2.30%
TVS Motor Company Ltd.AutomobileEquity2.15%
Nestle India Ltd.Consumer StaplesEquity2.09%
Jubilant FoodWorks Ltd.ServicesEquity2.07%
Polycab India Ltd.Capital GoodsEquity2.00%
Varun Beverages Ltd.Consumer StaplesEquity2.00%
Astral Ltd.ChemicalsEquity1.84%
Asian Paints Ltd.ChemicalsEquity1.81%
HDFC Bank Ltd.FinancialEquity1.63%
Info Edge (India) Ltd.ServicesEquity1.60%
Havells India Ltd.Capital GoodsEquity1.49%
Aster DM Healthcare Ltd.HealthcareEquity1.45%
Global Health Ltd.HealthcareEquity1.39%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.38%
Metro Brands Ltd.Consumer StaplesEquity1.31%
Berger Paints India Ltd.ChemicalsEquity1.23%
United Spirits Ltd.Consumer StaplesEquity1.23%
Tips Music Ltd.ServicesEquity1.08%
Blue Star Ltd.Consumer DiscretionaryEquity1.04%
HDB Financial Services Ltd.FinancialEquity1.04%
Kewal Kiran Clothing Ltd.TextilesEquity1.01%
Kajaria Ceramics Ltd.ConstructionEquity0.96%
Bajaj Finance Ltd.FinancialEquity0.95%
PB Fintech Ltd.ServicesEquity0.80%
V-Mart Retail Ltd.ServicesEquity0.79%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.76%
Vedant Fashions Ltd.ServicesEquity0.65%
Bikaji Foods International Ltd.Consumer StaplesEquity0.60%
Swiggy Ltd.ServicesEquity0.56%
IFB Industries Ltd.Consumer DiscretionaryEquity0.51%
United Foodbrands Ltd.ServicesEquity0.22%
Meesho Ltd.ServicesEquity0.17%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.05%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
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+16.1%+13.3%+13.6%+11.7%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)10118--

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 ₹3,93,335 Cr and the Latest NAV as of 27 Feb 2026 is ₹60.97. 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₹3,93,334.93 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
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,