UTI India Consumer Fund Regular Plan Growth

• Alpha 0.10%
• Beta 1.00
• Sharpe Ratio0.91
• Std Deviation 13.40%
• 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 509.59 crores & has delivered CAGR of 13.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.54%. 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 & High respectively.

The top holdings of the fund include Maruti Suzuki India, Bharti Airtel, Nestle India & Avenue Supermarts.

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

Some of the similar funds are Invesco India PSU Equity Fund Growth, HSBC Business Cycles Regular Growth, UTI India Consumer Fund Regular Plan Growth, Aditya Birla Sun Life Special Opportunities Fund Reg Growth, HDFC Non-Cyclical Consumer Fund Regular Growth. UTI India Consumer Fund Regular Plan Growth has a sharpe ratio of 0.91 & a standard deviation of 13.40%.