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UTI India Consumer Fund Regular Plan Growth

Equity
Sectoral / Thematic
Very High Risk
39.33%
1Y return
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹35.73
Min. SIP Amount₹500
Rating2star
Fund Size₹321.24 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns39.3%9.5%11.3%9.5%
Category average49.6%12.6%14.5%NA
Rank with in category1078NA
Understand termsinfo

Holdings (37)

NameSectorInstrumentAssets
Bharti Airtel Ltd.CommunicationEquity7.4%
Maruti Suzuki India Ltd.AutomobileEquity6.5%
Hindustan Unilever Ltd.FMCGEquity6.5%
Asian Paints Ltd.ChemicalsEquity6.2%
Nestle India Ltd.FMCGEquity4.4%
Avenue Supermarts Ltd.ServicesEquity3.6%
Dabur India Ltd.FMCGEquity3.5%
Eicher Motors Ltd.AutomobileEquity3.5%
ITC Ltd.FMCGEquity3.4%
Marico Ltd.FMCGEquity3.3%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • Age is more than 10 years

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.7%
  • 1Y Returns are lower than the category average returns
  • 3Y 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

Expense ratio, exit load and tax

Expense ratio: 2.7%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

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

Fund management

Lalit Gopalan Nambiar
Jul 2011 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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