UTI India Consumer Fund - Regular Plan - IDCW
(Erstwhile UTI India Lifestyle Fund - Regular Plan - Dividend Option )
Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 2.44% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 710.83 Cr As on ( 30-06-2025)
Turn over: 30
NAV as on 18-07-2025
49.6985
-0.3 ( -0.6044% )
CAGR Since Inception
10.09%
NIFTY India Consumption TRI 14.76%
Performance of UTI India Consumer Fund - Regular Plan - IDCW
Fund Managers

Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4

Investment Objective

The objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Returns Calculator for UTI India Consumer Fund - Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of UTI India Consumer Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI India Consumer Fund - Regular Plan - IDCW 12.1 0.87 -2.37 0.75 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI India Consumer Reg IDCW 30-07-2007 -2.59 15.78 14.98 17.33 10.53
HSBC Consumption Fund Reg Gr 31-08-2023 6.85 0.0 0.0 0.0 0.0
Kotak Consumption Fund Reg Gr 16-11-2023 5.24 0.0 0.0 0.0 0.0
Tata India Consumer Reg Gr 05-12-2015 3.47 19.47 20.01 21.17 0.0
HDFC Non-Cyclical Consumer Fund Gr 05-07-2023 3.43 19.05 0.0 0.0 0.0
Sundaram Consumption Reg Gr 12-05-2006 3.01 17.91 18.64 20.2 13.72
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 2.93 18.21 19.2 22.41 15.09
ABSL India GenNext Fund Gr 05-08-2005 1.31 16.5 17.43 21.15 14.31
ICICI Pru Bharat Consumption Gr 09-04-2019 1.2 18.22 18.28 21.12 0.0
Mirae Asset Great Consumer Reg Gr 29-03-2011 0.19 16.75 19.48 22.5 15.2

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI India Consumer Fund - Regular Plan - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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