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
Fund0.48%
Cat. Avg.N/A
2Y
Fund-0.36%
Cat. Avg.N/A
3Y
Fund10.14%
Cat. Avg.N/A
5Y
Fund10.32%
Cat. Avg.N/A
10Y
Fund9.94%
Cat. Avg.N/A
SI
Fund8.86%
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. | 62.99 | 9.15% |
| 2 | EQ - ETERNAL LIMITED | 60.69 | 8.81% |
| 3 | EQ - TITAN COMPANY LTD. | 51.10 | 7.42% |
| 4 | EQ - MARUTI SUZUKI INDIA LTD. | 42.12 | 6.12% |
| 5 | EQ - BHARTI AIRTEL LTD. | 39.60 | 5.75% |
| 6 | EQ - TRENT LIMITED | 33.51 | 4.87% |
| 7 | EQ - EICHER MOTORS LTD | 30.27 | 4.39% |
| 8 | EQ - ITC LTD. | 21.04 | 3.06% |
| 9 | EQ - TVS MOTOR COMPANY LTD | 20.93 | 3.04% |
| 10 | EQ - AVENUE SUPERMARTS LTD. | 19.71 | 2.86% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60354 | +0.6% | +1.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.6% | +0.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.9% | +4.5% |
| 5Y | 09 Aug, 21 | 3 L. | 3.70 L. | +23.4% | +8.5% |
| 10Y | 08 Aug, 16 | 6 L. | 10.07 L. | +67.8% | +10.1% |
| SI | 07 Sep, 07 | 11.35 L. | 33.01 L. | +190.8% | +10.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.00 L. | +0.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 99057 | -0.9% | -0.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.34 L. | +33.6% | +10.1% |
| 5Y | 20 Jul, 21 | 1 L. | 1.63 L. | +63.4% | +10.3% |
| 10Y | 20 Jul, 16 | 1 L. | 2.58 L. | +158.0% | +9.9% |
| SI | 29 Aug, 07 | 1 L. | 4.97 L. | +397.4% | +8.9% |
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.