UTI-India Consumer Fund – Direct Growth

Equity · Sectoral / Thematic
 · 
500
Min SIP
5,000
Min Lumpsum
1.58 %
Expense Ratio
Rating
557
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.6% 15.7% 15.9% 12.4%
Category Average 38.6% 20.4% 17.5% -

Scheme Allocation

By Holding
By Sector
By Asset
5.08%
Others
71.15%
View all Holdings
Holdings Sector Instrument Asset
Bharti Airtel Telecomm-Service Equity 6.93%
Maruti Suzuki Automobile Equity 6.82%
Nestle India FMCG Equity 5.08%
Godrej Consumer FMCG Equity 5.01%
Avenue Super. Retail Equity 5.01%
Trent Retail Equity 4.49%
Tata Motors Automobile Equity 4.44%
Titan Company Diamond, Gems and Jewellery Equity 4.38%
Asian Paints Paints/Varnish Equity 3.79%
ITC Tobacco Products Equity 3.72%
Hind. Unilever FMCG Equity 3.61%
Hero Motocorp Automobile Equity 3.19%
United Breweries Alcoholic Beverages Equity 2.66%
United Spirits Alcoholic Beverages Equity 2.54%
M & M Automobile Equity 2.52%
Phoenix Mills Realty Equity 2.32%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.08%
Jubilant Food. Quick Service Restaurant Equity 2.05%
Metro Brands Leather Equity 1.97%
Eicher Motors Automobile Equity 1.86%
Tata Consumer Plantation & Plantation Products Equity 1.84%
Page Industries Readymade Garments/ Apparells Equity 1.81%
Crompton Gr. Con Consumer Durables Equity 1.77%
Voltas Consumer Durables Equity 1.71%
Havells India Consumer Durables Equity 1.63%
Astral Plastic products Equity 1.54%
IFB Industries Consumer Durables Equity 1.42%
Whirlpool India Consumer Durables Equity 1.42%
Bajaj Finance Finance Equity 1.35%
HDFC Bank Banks Equity 1.31%
IndusInd Bank Banks Equity 1.29%
Kewal Kir.Cloth. Readymade Garments/ Apparells Equity 1.2%
PB Fintech. IT - Software Equity 1.18%
FSN E-Commerce E-Commerce/App based Aggregator Equity 1.07%
Metropolis Healt Healthcare Equity 1.04%
Sapphire Foods Quick Service Restaurant Equity 1.04%
Barbeque-Nation Quick Service Restaurant Equity 0.93%
Polycab India Cables Equity 0.67%
Automobiles
18.83%
Consumer Durables
18.09%
Retailing
12.65%
Diversified FMCG
7.33%
Telecom-Services
6.93%
Others
36.17%
View all Sectors
Sectors Asset
Automobiles 18.83%
Consumer Durables 18.09%
Retailing 12.65%
Diversified FMCG 7.33%
Telecom-Services 6.93%
Beverages 5.2%
Food Products 5.08%
Personal Products 5.01%
Leisure Services 4.02%
Textiles & Apparels 3.01%
Banks 2.6%
Realty 2.32%
Industrial Products 2.21%
Agricultural Food & other 1.84%
Finance 1.35%
Cash & Others 1.2%
Financial Technology (Fin 1.18%
Healthcare Services 1.04%
Debt 0.09%
Others 0.01%
Equity
98.69%
Net Curr Ass/Net Receivables
1.2%
T-Bills
0.09%
Fixed Deposit
0.01%
Others
0.01%

Advance Ratio

-1.54
Alpha
3.55
SD
0.85
Beta
0.71
Sharpe

Exit Load

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.

Fund Objective

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.

Fund Managers

Vishal Chopda

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,73,057 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

More Funds from UTI Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in UTI-India Consumer Fund – Direct Growth ?

You can invest in UTI-India Consumer Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-India Consumer Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-India Consumer Fund – Direct Growth ?

The NAV of UTI-India Consumer Fund – Direct Growth is ₹52.1 as of 22 February 2024.

How to redeem UTI-India Consumer Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-India Consumer Fund – Direct Growth?

The minimum SIP amount of UTI-India Consumer Fund – Direct Growth is ₹500

What are the top sectors UTI-India Consumer Fund – Direct Growth has invested in?

The top sectors UTI-India Consumer Fund – Direct Growth has invested in are
  1. Automobiles - 18.83%
  2. Consumer Durables - 18.09%
  3. Retailing - 12.65%
  4. Diversified FMCG - 7.33%
  5. Telecom-Services - 6.93%

Can I make investments in both the SIP and Lump Sum schemes of UTI-India Consumer Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-India Consumer Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-India Consumer Fund – Direct Growth generated ?

The UTI-India Consumer Fund – Direct Growth has delivered 12.4% since inception

What is the expense ratio of UTI-India Consumer Fund – Direct Growth ?

The expense ratio of UTI-India Consumer Fund – Direct Growth is 1.58 % as of 22 February 2024.

What is the AUM of UTI-India Consumer Fund – Direct Growth?

The AUM of UTI-India Consumer Fund – Direct Growth is ₹2,73,057 Cr as of 22 February 2024

What are the top stock holdings of UTI-India Consumer Fund – Direct Growth?

The top stock holdings of UTI-India Consumer Fund – Direct Growth are
  1. Bharti Airtel - 6.93%
  2. Maruti Suzuki - 6.82%
  3. Nestle India - 5.08%
  4. Godrej Consumer - 5.01%
  5. Avenue Super. - 5.01%

How can I redeem my investments in UTI-India Consumer Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-India Consumer Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now