UTI India Consumer Fund Regular Plan Growth

• Alpha 0.10%
• Beta 1.00
• Sharpe Ratio0.61
• Std Deviation 14.21%
• 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 689.90 crores & has delivered CAGR of 9.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.45%. 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 Mahindra & Mahindra Ltd, Maruti Suzuki India, Bharti Airtel & Eternal.

The major sectors where the fund is invested are Auto & Truck Manufacturers, Recreational Products, Computer Services & Communications Services.

Some of the similar funds are Baroda BNP Paribas India Consumption Regular Growth, Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, HDFC Non-Cyclical Consumer Fund Regular Growth, Bajaj Finserv Consumption Fund Regular Growth. UTI India Consumer Fund Regular Plan Growth has a sharpe ratio of 0.61 & a standard deviation of 14.21%.