UTI Mutual Fundimage

UTI India Consumer Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (06 Feb 26)

56.84

AUM (in Cr)

₹ 737.41

5 Years CAGR

% 11.88

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
UTI India Consumer Fund
-4.73
-4.38
0.49
3.19
14.75
11.88
Nifty India Consumption
-3.84
-4.18
0.58
6.68
17.85
15.34
Sectoral/Thematic
-2.78
-1.01
2.83
7.64
19.78
17.11

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is to provide long term Capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian Lifestyles and rising consumpti on pattern.

Expense Ratio
% 2.45
Benchmark
Nifty India Consumption
AUM
₹ 737.41
Inception Date
30 Jul 2007
Turnover Ratio
% 34.00
Exit Load
1% if less than 30 days, Nil if greater then or equals to 30 days.
Asset Class
Equity
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