UTI-India Consumer Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.58 %
Expense Ratio
Rating
569
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.5% 15.9% 14.6% 12.3%
Category Average 39.8% 20.4% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
5.47%
5.15%
Others
70.18%
View all Holdings
Holdings Sector Instrument Asset
Maruti Suzuki Automobile Equity 7.39%
Bharti Airtel Telecomm-Service Equity 6.51%
Trent Retail Equity 5.47%
Godrej Consumer FMCG Equity 5.3%
Nestle India FMCG Equity 5.15%
Avenue Super. Retail Equity 5.07%
Titan Company Diamond, Gems and Jewellery Equity 4.2%
Tata Motors Automobile Equity 3.92%
Hind. Unilever FMCG Equity 3.43%
ITC Tobacco Products Equity 3.35%
Hero Motocorp Automobile Equity 3.06%
M & M Automobile Equity 2.88%
Asian Paints Paints/Varnish Equity 2.76%
United Spirits Alcoholic Beverages Equity 2.66%
Phoenix Mills Realty Equity 2.58%
United Breweries Alcoholic Beverages Equity 2.44%
Tata Consumer Plantation & Plantation Products Equity 2.28%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.14%
Astral Plastic products Equity 2.08%
Metro Brands Leather Equity 2%
Havells India Consumer Durables Equity 1.88%
Jubilant Food. Quick Service Restaurant Equity 1.8%
Eicher Motors Automobile Equity 1.8%
Whirlpool India Consumer Durables Equity 1.74%
Voltas Consumer Durables Equity 1.69%
Crompton Gr. Con Consumer Durables Equity 1.66%
Page Industries Readymade Garments/ Apparells Equity 1.63%
IFB Industries Consumer Durables Equity 1.4%
Bajaj Finance Finance Equity 1.25%
HDFC Bank Banks Equity 1.23%
IndusInd Bank Banks Equity 1.22%
Kewal Kir.Cloth. Readymade Garments/ Apparells Equity 1.18%
PB Fintech. IT - Software Equity 1.13%
Sapphire Foods Quick Service Restaurant Equity 1.11%
FSN E-Commerce E-Commerce/App based Aggregator Equity 1.05%
Metropolis Healt Healthcare Equity 1%
Barbeque-Nation Quick Service Restaurant Equity 0.83%
Polycab India Cables Equity 0.72%
Automobiles
19.05%
Consumer Durables
17.33%
Retailing
13.73%
Diversified FMCG
6.78%
Telecom-Services
6.51%
Others
36.6%
View all Sectors
Sectors Asset
Automobiles 19.05%
Consumer Durables 17.33%
Retailing 13.73%
Diversified FMCG 6.78%
Telecom-Services 6.51%
Personal Products 5.3%
Food Products 5.15%
Beverages 5.1%
Leisure Services 3.74%
Textiles & Apparels 2.81%
Industrial Products 2.8%
Realty 2.58%
Banks 2.45%
Agricultural Food & other 2.28%
Finance 1.25%
Financial Technology (Fin 1.13%
Healthcare Services 1%
Cash & Others 0.64%
Debt 0.34%
Others 0.01%
Equity
98.99%
Net Curr Ass/Net Receivables
0.64%
T-Bills
0.34%
Fixed Deposit
0.01%
Others
0.02%

Advance Ratio

-1.5
Alpha
3.56
SD
0.86
Beta
0.77
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

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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 ₹51.8 as of 18 March 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 - 19.05%
  2. Consumer Durables - 17.33%
  3. Retailing - 13.73%
  4. Diversified FMCG - 6.78%
  5. Telecom-Services - 6.51%

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 12.3% 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 18 March 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 18 March 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. Maruti Suzuki - 7.39%
  2. Bharti Airtel - 6.51%
  3. Trent - 5.47%
  4. Godrej Consumer - 5.3%
  5. Nestle India - 5.15%

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