UTI India Consumer Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 30-07-2007
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: Nifty India Consumption TRI
Total Assets: 719.12 As on (30-09-2025)
Expense Ratio: 2.43% As on (29-09-2025)
Turn over: 81.00% | Exit Load: W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
NAV as on 28-10-2025
60.3881
-0.2212
CAGR Since Inception
10.35%
Nifty India Consumption TRI 14.95%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - Growth Option | 3.29 | 14.44 | 17.79 | 11.82 | 10.35 |
| Nifty India Consumption TRI | 9.35 | 18.0 | 21.1 | 14.73 | 14.95 |
| Equity: Thematic-Consumption | 2.85 | 16.37 | 21.08 | 14.71 | 13.66 |
Funds Manager
Mr. Vishal Chopda FM 1,Mr. Vicky Punjabi FM 2,Not Applicable FM 3,Not Applicable FM 4
RETURNS CALCULATORS for UTI India Consumer Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of UTI India Consumer Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of UTI India Consumer Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| UTI India Consumer Reg Gr | 30-07-2007 | 3.29 | 18.82 | 14.44 | 17.79 | 11.82 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 10.31 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Consumption Reg Gr | 12-05-2006 | 4.94 | 17.4 | 16.88 | 20.08 | 14.52 |
| Tata India Consumer Reg Gr | 05-12-2015 | 4.52 | 20.62 | 18.86 | 20.79 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | 4.41 | 18.06 | 15.25 | 20.54 | 15.26 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 4.4 | 22.65 | 0.0 | 0.0 | 0.0 |
| Axis Consumption Fund Reg Gr | 12-09-2024 | 4.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 3.83 | 19.61 | 16.29 | 21.07 | 16.11 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 3.79 | 17.92 | 17.55 | 21.29 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 3.47 | 18.92 | 17.71 | 21.94 | 15.99 |
Asset Allocation (%)
Key Performance and Risk Statistics of UTI India Consumer Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - Growth Option | 12.1 | 0.51 | -3.27 | 0.97 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |