UTI India Consumer Fund Direct Growth+1.37%

-1.00%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI India Consumer Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.12%
NAV27.86 (27 Oct 2020)
Fund Started01 Jan 2013
Fund Size254 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI India Consumer Fund Direct Growth
-1.0%
2.9%
6.7%
9.0%
Category Average
1.5%
3.4%
8.4%
-
Rank within category
9
6
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -1.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 2.12%

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity8.1%
    Bharti Airtel Ltd.CommunicationEquity8.0%
    Maruti Suzuki India Ltd.AutomobileEquity7.0%
    Asian Paints Ltd.ChemicalsEquity5.8%
    Nestle India Ltd.FMCGEquity5.2%
    ITC Ltd.FMCGEquity4.9%
    Dabur India Ltd.FMCGEquity4.0%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.2%
    Avenue Supermarts Ltd.ServicesEquity3.1%
    Marico Ltd.FMCGEquity2.9%
    See All

    Fund Managers

    addLalit Gopalan Nambiar
    Education
    Mr. Nambiar is a B. Com (H), MMS and CFA.
    Experience
    Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
    Funds Managed

    UTI India Consumer Fund Direct Growth Details

    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 01 Jan 2013. Lalit Nambiar, 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 ₹254 Cr and the Latest NAV as of 27 Oct 2020 is ₹27.86.

    The UTI India Consumer Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year

    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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed less than 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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