UTI Mutual Fundimage

UTI India Consumer Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (27 Feb 26)

56.04

AUM (in Cr)

₹ 683.25

5 Years CAGR

% 12.46

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
UTI India Consumer Fund
1.65
-6.36
-4.74
8.81
15.12
12.46
Nifty India Consumption
0.88
-7.26
-5.04
11.01
18.54
15.99
Sectoral/Thematic
1.37
-2.41
2.35
18.23
20.51
17.01

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
₹ 683.25
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts