UTI India Consumer Fund - Regular Plan - IDCW
(Erstwhile UTI India Lifestyle Fund - Regular Plan - Dividend Option )
| Category: Equity: Thematic-Consumption |
| Launch Date: 30-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| Expense Ratio: 2.45% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 696.36 Cr As on ( 31-07-2025) |
| Turn over: 30 |
NAV (₹):
49.6606
₹
0.35
(
0.702%
)
as on
13-08-2025
CAGR
Since Inception -
10.05%
NIFTY India Consumption TRI -
14.78%
Fund Managers
Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
Investment Objective
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.
PERFORMANCE of UTI India Consumer Fund - Regular Plan - IDCW
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - IDCW | -2.98 | 12.44 | 16.59 | 10.68 | 10.05 |
| Nifty India Consumption TRI | 2.98 | 16.6 | 19.73 | 13.96 | 14.78 |
| Equity: Thematic-Consumption | -1.5 | 15.75 | 20.37 | 14.08 | 12.08 |
RETURNS CALCULATOR for UTI India Consumer Fund - Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
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Period :
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End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of UTI India Consumer Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI India Consumer Fund - Regular Plan - IDCW | 12.1 | 0.87 | -2.37 | 0.75 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| UTI India Consumer Reg IDCW | 30-07-2007 | -2.98 | 16.0 | 12.44 | 16.59 | 10.68 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 6.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 3.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 2.27 | 18.08 | 15.98 | 21.27 | 15.32 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 1.04 | 19.65 | 0.0 | 0.0 | 0.0 |
| Tata India Consumer Reg Gr | 05-12-2015 | 1.01 | 18.82 | 17.94 | 20.45 | 0.0 |
| Sundaram Consumption Reg Gr | 12-05-2006 | 0.9 | 16.99 | 15.92 | 19.06 | 13.63 |
| ABSL Consumption FundGr | 05-08-2005 | 0.19 | 15.95 | 14.71 | 20.16 | 14.36 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | -1.38 | 16.73 | 16.45 | 19.74 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | -1.42 | 17.08 | 17.11 | 21.46 | 15.38 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of UTI India Consumer Fund - Regular Plan - IDCW
Portfolio as on