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UTI India Consumer Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.58 | 81.16 | 2.06 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 72.28 | 1.64 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About Sectoral Fund - Consumption
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Peers & Comparison
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI India Consumer Fund(IDCW) | 32.21% | 13.10% | 12.05% |
| Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 20.95% | 7.40% | 10.11% |
| Axis Consumption Fund(IDCW) | — | — | — |
| Mirae Asset Great Consumer Fund(IDCW) | 21.82% | 9.79% | 15.11% |
Price Comparison
Compare UTI India Consumer Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Bharti Airtel Ltd3M change : 0.43 %
Holdings
6.75 %
0.43 % - Trent Ltd3M change : 0.63 %
Holdings
6.63 %
0.63 % - Maruti Suzuki India Ltd3M change : -1.84 %
Holdings
4.75 %
-1.84 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,19,199.21 Cr.
Fund Manager Profile
Vishal Chopda
AUM: ₹7,336.92 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (8)
UTI ELSS Tax Saver Fund(IDCW)
UTI India Consumer Fund-Reg(IDCW)
UTI ELSS Tax Saver Fund-Reg(IDCW)
UTI Focused Fund(IDCW)
UTI Focused Fund-Reg(IDCW)
UTI India Consumer Fund(IDCW)
UTI India Consumer Fund-Reg(IDCW)
UTI India Consumer Fund(IDCW)
Manager Performance (0)
Tax Implications
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Gains are treated as long-term capital gains and taxed at 12.5%