UTI-India Consumer Fund - Direct (G)

UTI-India Consumer Fund - Direct (G)

AMC Name: UTI Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty India Consumption TRI
Fund Manager Vishal Chopda
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 242.44
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,15,25
Entry Load 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Exit Load 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Expense Ratio 2.09

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 7.54% 6.01%
3 Month 2.89% 2.95%
6 Month 1.61% 1.64%
1 Year -3.68% -1.64%
3 Year 7.01% 8.63%
5 Year 6.55% 9.54%
Since Inception 9.89% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others