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NRI

Apr 17, 2025

Category

Equity

AUM (Cr.)

651.45

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.45

Sharpe Ratio

2.99

Beta Ratio

0.00

Fund Manager

Vishal Chopda

Inception Date

Jul 30, 2007

Risk Level

Very High

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - UTI-India Consumer Fund (G) 7.92 -12.89 7.68 12.55 18.5 10.01
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS 5.65 -11.29 6.2 15.58 25.06 9.93
Category Rank 7/10 7/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Taurus Banking & Financial Services Fund (IDCW) 46.9400 2.40 9.93 14.30 21.52 11.11 2.31 500.00 invest
Taurus Banking & Financial Services Fund (G) 52.4300 2.38 9.92 14.29 21.53 11.11 2.31 500.00 invest
Sundaram Fin Serv Opportunities (IDCW) 31.5054 2.38 12.06 18.89 25.70 1,415.22 2.17 100.00 invest
Sundaram Fin Serv Opportunities (G) 101.6268 2.38 11.89 18.79 25.63 1,415.22 2.17 100.00 invest
Nippon India US Equity Opportunities Fund (G) 30.9314 -1.95 2.52 8.60 13.80 670.53 2.39 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Bharti Airtel Mar 31, 2025 51.48 7.90 10.39
Equity-Maruti Suzuki Mar 31, 2025 37.45 5.75 -3.55
Equity-Trent Mar 31, 2025 31.95 4.90 9.76
Equity-Avenue Super. Mar 31, 2025 31.44 4.83 19.95
Equity-M & M Mar 31, 2025 30.12 4.62 3.12
Equity-Godrej Consumer Mar 31, 2025 27.94 4.29 16.07
Equity-ITC Mar 31, 2025 26.92 4.13 3.73
Equity-Hind. Unilever Mar 31, 2025 24.85 3.81 3.13
Equity-Nestle India Mar 31, 2025 21.04 3.23 6.79
Equity-Eicher Motors Mar 31, 2025 19.79 3.04 12.03

latest news

UTI MF announces change in Fund Manager of the following schemes

UTI Mutual Fund has announced change in Fund Manager of the following schem...

Apr 08, 2025 14:02

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)

UTI Mutual Fund has announced IDCW is 02 April 2025 as the record date for ...

Mar 27, 2025 10:14

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)

UTI Mutual Fund has announced IDCW is 03 March 2025 as the record date for ...

Feb 27, 2025 10:26

UTI Aggressive Hybrid Fund announces Income Distribution cum Capital Withdrawal (IDCW)

UTI Mutual Fund has announced 20 February 2025 as the record date for decla...

Feb 18, 2025 10:07

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)

UTI Mutual Fund has announced IDCW is 03 February 2025 as the record date f...

Jan 30, 2025 09:55

UTI MF announces change in Fund Manager of the following schemes

UTI Mutual Fund has announced change in Fund Managers of the following sche...

Jan 21, 2025 15:22

SCHEME DETAILS

AMC Name : UTI Mutual Fund
Fund Name : UTI-India Consumer Fund (G)
Contact Persone : Vishal Chopda
Registered Address : UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
Telephone No : 022 66786666
Fax No. : 022 66786503;66786578
Email : service:uti.co.in
Website : www.utimf.com