UTI India Consumer Fund - Regular Plan - Growth Option
UTI Mutual Fund · AMFI Code 106425
Returns Trail
Trailing returns. ≥1Y figures are annualised (CAGR).
| Period | 1D | 5D | 1M | 3M | 6M | 1Y | 3YCAGR | 5YCAGR | 10YCAGR |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.29% | -2.52% | -2.63% | -1.18% | -8.70% | -3.59% | +9.49% | +9.87% | +10.62% |
| Category Median | -0.10% | -2.03% | -1.95% | +0.29% | -7.41% | -2.21% | +0.00% | +0.00% | +0.00% |
Past performance does not guarantee future returns. Returns are net of expenses but do not account for taxes or exit loads. Mutual fund investments are subject to market risks.
NAV History
Daily NAV from AMFI. Use the range buttons to zoom in.
NAV data sourced from AMFI via the public MFAPI feed. UTI India Consumer Fund - Regular Plan - Growth Option · AMFI 106425.
Calendar-Year Returns
Year-by-year performance (Jan – Dec, absolute, not annualised).
Portfolio Allocation
Asset Mix
- Equity97.9%
- Cash & Equivalents2.1%
Market-Cap Split
- Large Cap70.6%
- Mid Cap16.3%
- Small Cap11.0%
Concentration
- Top 3 holdings24.8%
- Top 5 holdings37.7%
- Top 10 holdings55.8%
- Top 20 holdings77.5%
- Total holdings: 44
Risk Profile
Risk-adjusted return — excess return per unit of total volatility. Higher is better.
Like Sharpe, but penalises only downside volatility. Higher is better.
Annualised standard deviation of daily returns. Lower means a smoother ride.
Largest peak-to-trough loss over the period. A measure of worst-case downside.
Fund Manager
Manager-level attribution is being added shortly. In the meantime, this scheme is run by the UTI Mutual Fund investment team under their stated investment process and benchmark.
Scheme Information
- AMFI Code
- 106425
- Scheme Name
- UTI India Consumer Fund - Regular Plan - Growth Option
- AMC
- UTI Mutual Fund
- Category (AMFI)
- Sectoral / Thematic
- Sub-category
- Sectoral/ Thematic
- External Category
- Sectoral: Consumption (Sectoral / Thematic)
- Launch Date
- 30 Jul 2007
- TER
- 2.42%
- Riskometer
- Very High
- Benchmark
- —
- Exit Load
- —
- ISIN
- —
Peers in Sectoral: Consumption (Sectoral / Thematic)
Top 8 schemes by AUM. Current fund highlighted in brand colour.
| Scheme | AUM | 1Y | 3Y CAGR | Sharpe | TER |
|---|---|---|---|---|---|
UTI India Consumer Fund - Regular Plan - Growth OptionThis Fund UTI Mutual Fund | ₹674 Cr | -3.59% | +9.49% | 0.20 | 2.42% |
Aditya Birla Sun Life Consumption Fund-Growth Option Aditya Birla Sun Life Mutual Fund | ₹6.0K Cr | -7.28% | +9.10% | 0.50 | 1.88% |
Sundaram Services Fund Regular Plan - Growth Sundaram Mutual Fund | ₹4.6K Cr | -1.68% | +14.09% | 0.62 | 1.85% |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Mutual Fund | ₹4.5K Cr | -3.59% | +10.53% | 0.57 | 1.91% |
ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Mutual Fund | ₹3.1K Cr | -4.72% | +11.46% | 0.39 | 2.48% |
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH SBI Mutual Fund | ₹2.9K Cr | -9.20% | +7.56% | 0.46 | 2.54% |
Axis Consumption Fund Regular Plan - Growth Axis Mutual Fund | ₹2.9K Cr | -5.03% | +0.00% | -1.03 | 1.94% |
Tata India Consumer Fund-Regular Plan-Growth Tata Mutual Fund | ₹2.6K Cr | +1.06% | +13.66% | 0.54 | 2.02% |
Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Mutual Fund | ₹2.4K Cr | -7.47% | +9.88% | 0.41 | 1.98% |
Already invested? Get a free 60-second Portfolio Check
Upload your CAS / statement — see your fund mix, duplicate-category overlaps and concentration. No charge, no obligation.
Talk to Trustner about this fund
Share your contact details and our team will reach out within a working day to discuss whether this scheme fits your goal, risk profile, and time horizon — no obligation.
Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.