Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
UTI India Consumer Fund - Direct Plan
|
Very High
|
Please wait... |
1.54 |
|||
Very High
|
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0.41 |
||||
Very High
|
Please wait... |
0.94 |
||||
Very High
|
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1.16 |
||||
Very High
|
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0.68 |
₹700 Cr
1.00 (30)
5,000
--
500
6
Investment Strategy
The scheme seeks 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.
Suitability
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
3 min read•By Aakar Rastogi
1 min read•By Value Research
1 min read•By Value Research
UTI India Consumer Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI India Consumer Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI India Consumer Fund - Direct Plan is ₹62.8316 as of 14-Aug-2024.
The AUM of UTI India Consumer Fund - Direct Plan Fund is ₹700 Cr as of 31-Jul-2024
The riskometer level of UTI India Consumer Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
6.59
|
|
6.33
|
|
6.00
|
|
5.14
|
|
4.89
|
As of 31-Jul-2024, UTI India Consumer Fund - Direct Plan had invested 96.79% in Equity, 3% in Cash & Cash Eq. and 0.22% in Debt See More
UTI India Consumer Fund - Direct Plan is 11 years 7 months old. It has delivered 13.65% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
39.78%
|
18.10%
|
20.71%
|
15.06%
|
13.14%
|
13.65%
|
No, There is no lock in period in UTI India Consumer Fund - Direct Plan.
The expense ratio of UTI India Consumer Fund - Direct Plan is 1.54.