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  • UTI India Consumer Fund - Regular Plan - Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

(Erstwhile UTI India Lifestyle Fund - Regular Plan - Growth Option)

Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
Expense Ratio: 2.44% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 684.19 Cr As on (30-04-2025)
Turn over: 30
NAV (₹): 57.0276 ₹ -0.09 ( -0.1548%)
as on 10-06-2025
CAGR Since Inception - 10.23%
Nifty India Consumption TRI - 14.8%

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.

PERFORMANCE of UTI India Consumer Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 10-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI India Consumer Fund - Regular Plan - Growth Option 2.34 17.37 18.32 11.29 10.23
Nifty India Consumption TRI 5.82 21.59 21.22 14.53 14.8
Equity: Thematic-Consumption 4.64 20.51 22.55 14.86 12.43

RETURNS CALCULATOR for UTI India Consumer Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI India Consumer Fund - Regular Plan - Growth Option 12.1 0.6 -3.29 0.95 - -
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 Gr 30-07-2007 2.34 18.02 17.37 18.32 11.29
HSBC Consumption Fund Reg Gr 31-08-2023 9.77 0.0 0.0 0.0 0.0
Tata India Consumer Reg Gr 05-12-2015 9.16 21.72 22.5 22.5 0.0
Sundaram Consumption Reg Gr 12-05-2006 8.7 21.78 21.77 21.63 14.68
Kotak Consumption Fund Reg Gr 16-11-2023 8.19 0.0 0.0 0.0 0.0
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 7.57 21.17 22.04 24.2 16.1
HDFC Non-Cyclical Consumer Fund Gr 05-07-2023 6.91 0.0 0.0 0.0 0.0
ABSL India GenNext Fund Gr 05-08-2005 6.17 19.24 19.54 22.21 15.16
BARODA BNP PARIBAS India Consumption Fund Reg Gr 07-09-2018 4.19 19.23 19.62 21.1 0.0
Mirae Asset Great Consumer Reg Gr 29-03-2011 4.1 19.0 21.4 23.61 15.44

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI India Consumer Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)