UTI India Consumer Fund Regular Plan Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹735.17 Cr
Expense Ratio
2.43%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
30 Jul 2007
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.53% | -- |
| 3 Months | +6.71% | -- |
| 6 Months | +6.18% | -- |
| 1 Year | -3.46% | -3.46% |
| 2 Years | -- | -3.05% |
| 3 Years | +34.57% | +10.4% |
| 5 Years | +50.16% | +8.47% |
| Since Launch | +476.55% | +9.61% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 69.76 | 9.49 |
| Eternal | 68.18 | 9.27 |
| Titan Company | 56.57 | 7.69 |
| Maruti Suzuki India | 42.15 | 5.73 |
| Bharti Airtel | 40.59 | 5.52 |
| Eicher Motors | 33.52 | 4.56 |
| Trent | 31.32 | 4.26 |
| TVS Motor Company | 26.09 | 3.55 |
| ITC | 20.61 | 2.80 |
| Tata Consumer Products | 17.71 | 2.41 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.36
Sharpe Ratio
16.62%
Std. Deviation
5.05%
Tracking Error
0.10%
Alpha
1.00
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Consumption Fund Regular Growth | -6.81% | +9.15% | +9.88% |
| UTI India Consumer Fund Regular Plan Growth | -3.46% | +10.4% | +8.47% |
| Baroda BNP Paribas India Consumption Regular Growth | -7.51% | +9.31% | +9.42% |
| HDFC Consumption Fund Regular Growth | -8.2% | +10.36% | -- |
| Bajaj Consumption Fund Regular Growth | -5.35% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 735.17 crores & has delivered CAGR of 8.47 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.43%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Eternal, Titan Company, Maruti Suzuki India.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Computer Services, Jewelry & Silverware, Recreational Products.
Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, HDFC Consumption Fund Regular Growth, Bajaj Consumption Fund Regular Growth. UTI India Consumer Fund Regular Plan Growth has a sharpe ratio of 0.36 & a standard deviation of 16.62%.
FAQs
According to the morning star rating UTI India Consumer Fund Regular Plan Growth has a Medium risk & High return.
UTI India Consumer Fund Regular Plan Growth is managed by Vicky Punjabi.
The expense ratio of UTI India Consumer Fund Regular Plan Growth is 2.43%.
The 5 year annualized return on UTI India Consumer Fund Regular Plan Growth is 8.47% & it has generated -3.46% in the last 1 year.
The minimum investment in UTI India Consumer Fund Regular Plan Growth is 5000 Rs.
UTI India Consumer Fund Regular Plan Growth has an AUM of 735.17 crores.
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