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Dec 04, 2025


Category

Equity

AUM (Cr.)

734.67

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.43

Sharpe Ratio

2.40

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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Return Calculator

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) -0.37 6.12 1.66 14 14.98 10.2
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST EQUITY PERFORMERS -0.48 4.64 1.52 17.79 19.18 12.01
Category Rank 7/10 3/10 4/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Japan Equity Fund (G) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
Nippon India Japan Equity Fund (Bonus) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
HDFC Technology Fund - Regular (G) 14.0720 1.06 -4.51 0.00 0.00 1,568.60 2.13 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 17.1381 -1.26 40.83 33.86 0.00 421.51 2.43 500.00 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 Oct 31, 2025 60.09 8.18 9.37
Equity-Maruti Suzuki Oct 31, 2025 51.80 7.05 0.98
Equity-M & M Oct 31, 2025 39.75 5.41 1.76
Equity-Titan Company Oct 31, 2025 33.72 4.59 11.28
Equity-ITC Oct 31, 2025 33.63 4.58 4.68
Equity-Avenue Super. Oct 31, 2025 29.07 3.96 -7.19
Equity-Eicher Motors Oct 31, 2025 25.93 3.53 0.02
Equity-Eternal Ltd Oct 31, 2025 25.90 3.52 -2.38
Equity-Godrej Consumer Oct 31, 2025 23.49 3.20 -4.14
Equity-Hero Motocorp Oct 31, 2025 22.73 3.09 1.31

latest news

UTI Mutual Fund announces change in Key Personnel

UTI Mutual Fund has announced All investors are hereby notified that, with ...

Nov 19, 2025 10:16

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

UTI Mutual Fund has announced 13 November 2025 as the record date for decla...

Nov 12, 2025 10:52

UTI Mutual Fund announces change in fund manager under its schemes

UTI Mutual Fund has announced change in fund manager under the following sc...

Nov 08, 2025 10:22

UTI Mutual Fund announces change in fund manager under its schemes

UTI Mutual Fund has announced change in fund manager under the following sc...

Nov 04, 2025 11:09

UTI Mutual Fund announces change in Key Personnel

UTI Mutual Fund has announced Mr. Atul Dhawan, Ms. P.V. Bharathi, Mr. Phili...

Nov 03, 2025 10:46

UTI Silver ETF Fund of Fund Resumption of Subscription

UTI Mutual Fund has announced the resumption of subscription in UTI Silver ...

Oct 27, 2025 11:26

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