UTI-India Consumer Fund (G)

UTI-India Consumer Fund (G)

AMC Name: UTI Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty India Consumption TRI
Fund Manager Lalit Nambiar
Fund Horizon OPEN
Inception Date 30-Jul-2007
Scheme AUM(CR) ` 239.36
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 2.63

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -0.97% 1.01%
3 Month -4.73% -3.45%
6 Month -2.18% -2.34%
1 Year -17.87% -13.92%
3 Year 3.94% 6.81%
5 Year 4.81% 9.33%
Since Inception 7.34% 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