UTI India Consumer Fund Regular Plan Growth-0.18%

2Groww
8.28%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI India Consumer Fund Regular Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.64%
NAV26.99 (20 Nov 2019)
Fund Started24 Aug 2007
Fund Size276 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI India Consumer Fund Regular Plan Growth
8.3%
11.2%
6.3%
8.4%
Category Average
-0.6%
NA
NA
-
Rank within category
8
7
7
-
*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 8.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    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
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Maruti Suzuki India Ltd.AutomobileEquity8.5%
    ITC Ltd.FMCGEquity6.1%
    Bharti Airtel Ltd.CommunicationEquity5.0%
    Asian Paints Ltd.ChemicalsEquity5.0%
    Nestle India Ltd.FMCGEquity4.5%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity4.2%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.0%
    HDFC Bank Ltd.FinancialEquity3.3%
    Dabur India Ltd.FMCGEquity3.2%
    Titan Company Ltd.Cons DurableEquity3.1%
    See All

    Fund Managers

    Other Details

    UTI India Consumer Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 24 Aug 2007. Lalit Nambiar, Vishal Chopda is the Current Fund Manager of UTI India Consumer Fund Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹276 Cr and the Latest NAV as of 20 Nov 2019 is ₹26.99.

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

    Investment Objective

    The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

    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

    Compare Funds

    UTI India Consumer Fund Regular Plan Growth
    VS
    search

    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd