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Business News/Market/Market Stats/    UTI India Consumer Fund Regular Plan Growth

UTI India Consumer Fund Regular Plan Growth

+
  • Equity
  • Equity - Other
  • Rating 4
  • Plan
46.04 -0.32 (-0.69%) NAV as on 08 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)509.59
  • CAGR 15.06%
  • Exit Load1.00%
  • Expense ratio2.54%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2007-07-30

Morning Star Rating 4

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 10 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 19.88
  • 3.94%
View More

Risk & Volitility

  • Alpha 0.10%
  • Beta 1.00
  • Sharpe Ratio0.91
  • Std Deviation 13.40%
  • Tracking Error 5.05%

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 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%.

FAQs about UTI India Consumer Fund Regular Plan Growth

According to the morning star rating UTI India Consumer Fund Regular Plan Growth has a Moderate risk & High return.
UTI India Consumer Fund Regular Plan Growth is managed by Vishal Chopda.
The expense ratio of UTI India Consumer Fund Regular Plan Growth is 2.54%.
The 5 year annualized return on UTI India Consumer Fund Regular Plan Growth is 13.20% & it has generated 15.06% 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 509.59 crores.
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