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UTI India Consumer Fund

Growth
62.330.55% (-0.34)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

UTI India Consumer Fund

Growth
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 776 Cr
Very High RiskPrinciple investment will be at very high risk
62.330.55% (-0.34)

Price Chart

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Returns
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1M
6M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 776 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.5587.552.40
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4571.271.86

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty India Consumption - TRI

About Sectoral Fund - Consumption

Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
UTI India Consumer Fund37.06%14.70%13.38%
Aditya Birla SL India GenNext Fund34.77%16.58%18.57%
Mirae Asset Great Consumer Fund36.74%20.85%19.38%
Axis Consumption Fund———

Price Comparison

Compare UTI India Consumer Fund with any MF, ETF, stock or index
Compare UTI India Consumer Fund with any MF, ETF, stock or index
UTI India Consumer Fund
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Treasury BillsCash & EquivalentsEquity0.19%4.38%95.43%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+22 moreTelecom ServicesPackaged Foods & MeatsFMCG - Household ProductsFour WheelersRetail - Speciality55.51 %6.53 %7.22 %8.64 %9.08 %13.00 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2410.53%11.63%12.01%12.85%13.33%13.00%
Retail - Speciality as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : 0.54 %

    Holdings

    6.82 %

    0.54 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.04 %

    Holdings

    6.53 %

    0.04 %
  • Maruti Suzuki India Ltd
    MARUTI
    3M change : -0.42 %

    Holdings

    6.00 %

    -0.42 %

AMC Profile

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

  • No.of Schemes

    64

  • Total AUM

    ₹ 2,13,573.83 Cr.

Fund Manager Profile

Vishal Chopda

AUM:  ₹7,778.02 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Qualification

Data not available

Past Experience

Data not available

Funds Managed (6)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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News Thumbnail

UTI India Consumer Fund - UTI Connect | Portfolio Snapshot - July 2020

4 years ago•UTI Mutual Fund