UTI India Consumer Fund - Direct Plan has delivered 41.09% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #93 in its category based on 5-year returns.
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 9.49% .
The fund currently owns more than 45 stocks.
The top 10 holdings account for 55.28% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.31% | -0.11% |
| 2 Year Return | 31.62% | 12.90% |
| 3 Year Return | 50.00% | 41.33% |
| 4 Year Return | 123.53% | 59.19% |
| 5 Year Return | 130.32% | 77.59% |
| 6 Year Return | 139.31% | 118.07% |
| 7 Year Return | 221.68% | 140.00% |
| Expense Ratio | 1.29% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
9.49%
|
|
| 2 | E-Commerce/E-Retail |
9.27%
|
|
| 3 | Consumer Discretionary |
7.69%
|
|
| 4 | Consumer Discretionary |
5.73%
|
|
| 5 | Communication Services |
5.52%
|
|
| 6 | Auto - 2 & 3 Wheelers |
4.56%
|
|
| 7 | Consumer Discretionary |
4.26%
|
|
| 8 | Consumer Discretionary |
3.55%
|
|
| 9 | Consumer Staples |
2.80%
|
|
| 10 | Consumer Staples |
2.41%
|
|
| 11 | Consumer Discretionary |
2.40%
|
|
| 12 | Consumer Discretionary |
2.22%
|
AMC: UTI
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Vicky Punjabi
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
UTI India Consumer Fund - Direct Plan is managed by UTI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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