UTI India Consumer Fund Regular Plan Growth
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- Rating 4
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)602.97
- CAGR 35.59%
- Exit Load1.00%
- Expense ratio2.46%
- CategoryEquity
- Min Investment5000
- Min SIP500
- Launch Date2007-07-30
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Maruti Suzuki India
- 43.65
- 7.24%
- Bharti Airtel
- 40.78
- 6.76%
- Trent
- 34.52
- 5.72%
- Avenue Supermarts
- 31.37
- 5.20%
- Godrej Consumer Products
- 30.19
- 5.01%
- Nestle India
- 23.32
- 3.87%
- ITC
- 22.80
- 3.78%
- Titan Company
- 22.47
- 3.73%
- Hero Motocorp
- 21.22
- 3.52%
- Mahindra & Mahindra
- 20.61
- 3.42%
Peer Comparison
Risk & Volitility
- Alpha 0.10%
- Beta 1.00
- Sharpe Ratio0.86
- Std Deviation 12.10%
- Tracking Error 5.05%
About Fund
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.
The UTI India Consumer Fund Regular Plan Growth has an AUM of 602.97 crores & has delivered CAGR of 18.43% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.46%. The minimum investment in UTI India Consumer Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Maruti Suzuki India, Bharti Airtel, Trent & Avenue Supermarts.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Personal & Household Prods., Retail (Apparel) & Communications Services.
Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, UTI India Consumer Fund Regular Plan Growth, HDFC Non-Cyclical Consumer Fund Regular Growth, Kotak Consumption Fund Regular Growth, Quant Consumption Fund Regular Growth. UTI India Consumer Fund Regular Plan Growth has a sharpe ratio of 0.86 & a standard deviation of 12.10%.
