UTI India Consumer Fund - Regular Plan - IDCW
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-0.58%
Cat. Avg.N/A
2Y
Fund-1.41%
Cat. Avg.N/A
3Y
Fund10.08%
Cat. Avg.N/A
5Y
Fund10.02%
Cat. Avg.N/A
10Y
Fund9.93%
Cat. Avg.N/A
SI
Fund8.83%
Cat. Avg.N/A
Fund Facts
Beta
0.91
Std Dev
11.62%
PE Ratio
53.82
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
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - MAHINDRA & MAHINDRA LTD. | 54.93 | 9.02% |
| 2 | EQ - ETERNAL LIMITED | 50.87 | 8.35% |
| 3 | EQ - BHARTI AIRTEL LTD. | 45.99 | 7.55% |
| 4 | EQ - MARUTI SUZUKI INDIA LTD. | 42.58 | 6.99% |
| 5 | EQ - TITAN COMPANY LTD. | 41.90 | 6.88% |
| 6 | EQ - EICHER MOTORS LTD | 27.39 | 4.50% |
| 7 | EQ - ITC LTD. | 21.10 | 3.46% |
| 8 | EQ - TRENT LIMITED | 21.05 | 3.46% |
| 9 | EQ - TVS MOTOR COMPANY LTD | 19.28 | 3.16% |
| 10 | EQ - AVENUE SUPERMARTS LTD. | 17.81 | 2.92% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60031 | +0.1% | +0.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | +0.1% | +0.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.91 L. | +6.3% | +4.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.68 L. | +22.7% | +8.3% |
| 10Y | 08 Aug, 16 | 6 L. | 10.02 L. | +66.9% | +10.0% |
| SI | 07 Sep, 07 | 11.35 L. | 32.83 L. | +189.3% | +10.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99421 | -0.6% | -0.6% |
| 2Y | 16 Jul, 24 | 1 L. | 97203 | -2.8% | -1.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.33 L. | +33.5% | +10.1% |
| 5Y | 16 Jul, 21 | 1 L. | 1.61 L. | +61.2% | +10.0% |
| 10Y | 18 Jul, 16 | 1 L. | 2.59 L. | +159.1% | +10.0% |
| SI | 29 Aug, 07 | 1 L. | 4.95 L. | +394.7% | +8.8% |
SIP Planner
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
₹9.00LTotal Gained
₹14.80LSIP 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.