Name: UTI India Consumer Fund Regular Plan IDCW
Brand: UTI Mutual Fund

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UTI India Consumer Fund Regular Plan IDCW
Equity
Sectoral / Thematic
Very High Risk
59.69%
1Y return
+0.21% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Sep 2021₹34.63
Min. SIP amountNA
Rating2star
Fund size₹344.16 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.7%15.4%13.1%10.2%
Category average49.6%12.6%14.5%NA
Rank with in category888NA
Understand termsinfo
Holdings (36)NameSectorInstrumentAssets
Bharti Airtel Ltd.
CommunicationEquity9.7%
Hindustan Unilever Ltd.
FMCGEquity6.2%
Asian Paints Ltd.
ChemicalsEquity6.1%
Maruti Suzuki India Ltd.
AutomobileEquity5.6%
Nestle India Ltd.
FMCGEquity4.5%
Avenue Supermarts Ltd.
ServicesEquity4.0%
ITC Ltd.
FMCGEquity3.9%
Dabur India Ltd.
FMCGEquity3.4%
Eicher Motors Ltd.
AutomobileEquity3.3%
Godrej Consumer Products Ltd.
FMCGEquity3.2%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity Sectoral / Thematic
thumb_up_altPros
Age is more than 10 years
3Y Returns are higher than the category average returns
thumb_down_altCons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.64%
1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
2.65%
31 Jul 2021 - 31 Aug 2021
2.64%
30 Jun 2021 - 31 Jul 2021
2.70%
31 May 2021 - 30 Jun 2021
2.61%
30 Apr 2021 - 31 May 2021
2.64%
31 Mar 2021 - 30 Apr 2021
2.63%
28 Feb 2021 - 31 Mar 2021
2.59%
31 Jan 2021 - 28 Feb 2021
2.59%
31 Dec 2020 - 31 Jan 2021
2.59%
30 Nov 2020 - 31 Dec 2020
2.58%
31 Oct 2020 - 30 Nov 2020
2.59%
30 Sep 2020 - 31 Oct 2020
2.61%
31 Aug 2020 - 30 Sep 2020
2.62%
31 Jul 2020 - 31 Aug 2020
2.66%
30 Jun 2020 - 31 Jul 2020
2.53%
31 May 2020 - 30 Jun 2020
2.59%
30 Apr 2020 - 31 May 2020
2.67%
31 Mar 2020 - 30 Apr 2020
2.65%
29 Feb 2020 - 31 Mar 2020
2.59%
31 Jan 2020 - 29 Feb 2020
2.59%
31 Dec 2019 - 31 Jan 2020
2.63%
30 Nov 2019 - 31 Dec 2019
2.58%
31 Oct 2019 - 30 Nov 2019
2.64%
30 Sep 2019 - 31 Oct 2019
2.61%
31 Aug 2019 - 30 Sep 2019
2.58%
31 Jul 2019 - 31 Aug 2019
2.63%
30 Jun 2019 - 31 Jul 2019
2.58%
31 May 2019 - 30 Jun 2019
2.60%
30 Apr 2019 - 31 May 2019
2.64%
31 Mar 2019 - 30 Apr 2019
2.68%
28 Feb 2019 - 31 Mar 2019
2.68%
31 Jan 2019 - 28 Feb 2019
2.68%
31 Dec 2018 - 31 Jan 2019
2.71%
30 Nov 2018 - 31 Dec 2018
2.69%
31 Oct 2018 - 30 Nov 2018
2.68%
30 Sep 2018 - 31 Oct 2018
2.66%
31 Aug 2018 - 30 Sep 2018
2.66%
31 Jul 2018 - 31 Aug 2018
2.61%
30 Jun 2018 - 31 Jul 2018
2.58%
31 May 2018 - 30 Jun 2018
2.58%
30 Apr 2018 - 31 May 2018
2.56%
31 Mar 2018 - 30 Apr 2018
2.57%
28 Feb 2018 - 31 Mar 2018
2.58%
31 Jan 2018 - 28 Feb 2018
2.57%
31 Dec 2017 - 31 Jan 2018
2.53%
30 Nov 2017 - 31 Dec 2017
2.55%
31 Oct 2017 - 30 Nov 2017
2.55%
Expense ratio, exit load and taxExpense ratio: 2.65%Inclusive of GST
Exit loadExit load of 1% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementLalit Gopalan Nambiar
Jul 2011 - Present
View details
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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.
Also manages these schemes
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Mid Cap Fund Regular Plan IDCW
UTI Mid Cap Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan IDCW
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct IDCW
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Vishal Chopda
Feb 2018 - Present
View details
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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.
Also manages these schemes
UTI Children's Career Fund Savings Plan Regular Plan
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Children's Career Fund Investment Plan Regular Plan IDCW
UTI Children's Career Fund Investment Plan Regular Plan Growth
UTI India Consumer Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan IDCW
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Children's Career Fund Investment Plan Direct Growth
UTI Children's Career Fund Savings Plan Direct Plan
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Fund house & investment objective
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UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM1,80,599.47 Cr
Date of Incorporation01 Feb 2003
UTI India Consumer Fund Regular Plan IDCW is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 0
UTI India Consumer Fund Regular Plan IDCW is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Feb 2003. Lalit Nambiar, Vishal Chopda is the Current Fund Manager of UTI India Consumer Fund Regular Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,80,599 Cr and the Latest NAV as of 24 Sep 2021 is ₹34.63.
The UTI India Consumer Fund Regular Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed within 30 days....Read more
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 co
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.
...Read more
Fund benchmarkNIFTY India Consumption TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI India Consumer Fund Regular Plan IDCW
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	1Y	3Y	5Y	All
Fund returns	59.7%	15.4%	13.1%	10.2%
Category average	49.6%	12.6%	14.5%	NA
Rank with in category	8	8	8	NA

Name	Sector	Instrument	Assets
Bharti Airtel Ltd.	Communication	Equity	9.7%
Hindustan Unilever Ltd.	FMCG	Equity	6.2%
Asian Paints Ltd.	Chemicals	Equity	6.1%
Maruti Suzuki India Ltd.	Automobile	Equity	5.6%
Nestle India Ltd.	FMCG	Equity	4.5%
Avenue Supermarts Ltd.	Services	Equity	4.0%
ITC Ltd.	FMCG	Equity	3.9%
Dabur India Ltd.	FMCG	Equity	3.4%
Eicher Motors Ltd.	Automobile	Equity	3.3%
Godrej Consumer Products Ltd.	FMCG	Equity	3.2%

Rating	2
Fund size	₹344.16 Cr