UTI Mutual Fund

UTI India Consumer Fund - Regular Plan - IDCW

UTI Mutual Fund

Expense Ratio: 2.43
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 02-07-2007
Exit Load: Nil
Fund Size:₹734.22 Cr

Performance

1Y
Fund-9.37%
Cat. Avg.N/A
2Y
Fund-6.36%
Cat. Avg.N/A
3Y
Fund7.44%
Cat. Avg.N/A
5Y
Fund5.98%
Cat. Avg.N/A
10Y
Fund9.31%
Cat. Avg.N/A
SI
Fund8.49%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1EQ - MAHINDRA & MAHINDRA LTD.62.999.15%
2EQ - ETERNAL LIMITED60.698.81%
3EQ - TITAN COMPANY LTD.51.107.42%
4EQ - MARUTI SUZUKI INDIA LTD.42.126.12%
5EQ - BHARTI AIRTEL LTD.39.605.75%
6EQ - TRENT LIMITED33.514.87%
7EQ - EICHER MOTORS LTD30.274.39%
8EQ - ITC LTD.21.043.06%
9EQ - TVS MOTOR COMPANY LTD20.933.04%
10EQ - AVENUE SUPERMARTS LTD.19.712.86%

Similar Funds

SBI Mutual Fund
NAV / Fund Size₹309.58₹83,065.48 Cr
Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

ICICI Prudential Mutual Fund
NAV / Fund Size₹85.88₹8,443.27 Cr
Small Cap FundVery High RiskEquity

0.48%

2.32%

14.31%

15.88%

12.31%

Index FundsVery High RiskOther

-0.71%

-6.29%

14.37%

12.42%

14.94%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000058140-3.1%-6.4%
2Y07 Nov, 241.20 L.1.16 L.-3.1%-3.1%
3Y07 Nov, 231.80 L.1.79 L.-0.3%-0.2%
5Y08 Nov, 213 L.3.47 L.+15.6%+5.9%
10Y07 Nov, 166 L.9.41 L.+56.9%+8.8%
SI07 Sep, 0711.50 L.31.71 L.+175.8%+9.7%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.90633-9.4%-9.4%
2Y16 Oct, 241 L.87690-12.3%-6.4%
3Y16 Oct, 231 L.1.24 L.+24.0%+7.4%
5Y18 Oct, 211 L.1.33 L.+33.4%+5.9%
10Y17 Oct, 161 L.2.45 L.+145.1%+9.4%
SI29 Aug, 071 L.4.76 L.+375.7%+8.5%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds