UTI India Consumer Fund Regular Plan Growth

• Alpha 0.10%
• Beta 1.00
• Sharpe Ratio0.89
• Std Deviation 12.50%
• Tracking Error 5.05%

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.

The UTI India Consumer Fund Regular Plan Growth has an AUM of 727.62 crores & has delivered CAGR of 19.60% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.44%. The minimum investment in UTI India Consumer Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Trent, Bharti Airtel, Maruti Suzuki India & Net Current Assets.

The major sectors where the fund is invested are Personal & Household Prods., Retail (Apparel), Communications Services & Food Processing.

Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, Kotak Consumption Fund Regular Growth, HDFC Non-Cyclical Consumer Fund Regular Growth, Quant Consumption Fund Regular Growth. UTI India Consumer Fund Regular Plan Growth has a sharpe ratio of 0.89 & a standard deviation of 12.50%.