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UTI India Consumer Fund(IDCW) Direct IDCW

IDCW
54.360.42% (-0.23)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Mid-size Fund

Assets Under Mgmt: ₹ 686 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Mid-size Fund

Assets Under Mgmt: ₹ 686 Cr

Very High Risk

Principle investment will be at very high risk

UTI India Consumer Fund(IDCW) Performance & Key Metrics

UTI India Consumer Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.5567.03-0.19
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4858.020.12

UTI India Consumer Fund(IDCW) Scheme InfoUTI India Consumer Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty India Consumption - TRI

About Sectoral Fund - Consumption

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.

UTI India Consumer Fund(IDCW) Peers

UTI India Consumer Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
UTI India Consumer Fund(IDCW)0.09%16.72%11.38%
Aditya Birla SL India GenNext Fund(IDCW-Reinv)-2.16%11.68%9.26%
Mirae Asset Great Consumer Fund(IDCW)-5.40%12.06%13.56%
Axis Consumption Fund(IDCW)

UTI India Consumer Fund(IDCW) Returns Comparison

Compare UTI India Consumer Fund(IDCW) with any MF, ETF, stock or index
Compare UTI India Consumer Fund(IDCW) with any MF, ETF, stock or index
UTI India Consumer Fund(IDCW)
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UTI India Consumer Fund(IDCW) Portfolio

UTI India Consumer Fund(IDCW) Asset Allocation

UTI India Consumer Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
DepositsCash & EquivalentsEquity0.01%2.03%97.95%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

UTI India Consumer Fund(IDCW) Sector Distribution

UTI India Consumer Fund(IDCW) Sector Distribution

+22 moreTwo WheelersTelecom ServicesPackaged Foods & MeatsFour WheelersRetail - Speciality52.48 %7.96 %8.40 %9.09 %10.73 %11.35 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

UTI India Consumer Fund(IDCW) Sector Weightage

UTI India Consumer Fund(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2512.85%13.33%13.00%12.01%12.16%11.35%
Retail - Speciality as a % of total holdings for last six quarters
Tickertape Separator

UTI India Consumer Fund(IDCW) Current Holdings

UTI India Consumer Fund(IDCW) Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of UTI India Consumer Fund(IDCW)

AMC Profile of UTI India Consumer Fund(IDCW)

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.

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

    71

  • Total AUM

    ₹ 2,47,099.84 Cr.

UTI India Consumer Fund(IDCW) Manager Details

UTI India Consumer Fund(IDCW) Manager Details

UTI India Consumer Fund(IDCW) Manager Profile

UTI India Consumer Fund(IDCW) Manager Profile

Vishal Chopda

AUM:  ₹15,583.07 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Vicky Punjabi

AUM:  ₹686.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

UTI India Consumer Fund(IDCW) Manager Performance (0)

UTI India Consumer Fund(IDCW) Manager Performance (0)

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UTI India Consumer Fund(IDCW) Tax Implications

UTI India Consumer Fund(IDCW) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

UTI India Consumer Fund(IDCW) Review & Opinions

UTI India Consumer Fund(IDCW) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of UTI India Consumer Fund(IDCW)?

    The current NAV of UTI India Consumer Fund(IDCW) is ₹54.36, as of 10th July 2025.

  2. What are the returns of UTI India Consumer Fund(IDCW)?

    The UTI India Consumer Fund(IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 0.09%
    • 3 Year Returns: 16.72%
    • 5 Year Returns: 16.96%

  3. What are the top 5 sectoral holdings of UTI India Consumer Fund(IDCW)?

    The top sectors UTI India Consumer Fund(IDCW) has invested in are as follows:
    • Retail - Speciality | 11.35%
    • Four Wheelers | 10.73%
    • Packaged Foods & Meats | 9.09%
    • Telecom Services | 8.40%
    • Two Wheelers | 7.96%
    This data is as on 10th July 2025.

  4. What are the top 5 holdings of UTI India Consumer Fund(IDCW)?

    The top 5 holdings for UTI India Consumer Fund(IDCW) are as follows:
    • Bharti Airtel Ltd | 8.40%
    • Maruti Suzuki India Ltd | 5.67%
    • Mahindra and Mahindra Ltd | 5.06%
    • Avenue Supermarts Ltd | 4.52%
    • Trent Ltd | 4.24%
    This data is as on 10th July 2025.

  5. What is the asset allocation of UTI India Consumer Fund(IDCW)?

    The asset allocation for UTI India Consumer Fund(IDCW) is as follows:
    • Equity | 97.95%
    • Cash & Equivalents | 2.03%
    • Deposits | 0.01%
    This data is as on 10th July 2025.

  6. What is the AUM of UTI India Consumer Fund(IDCW)?

    The AUM (i.e. assets under management) of UTI India Consumer Fund(IDCW) is ₹686.04 Cr as of 10th July 2025.

  7. What is the expense ratio of UTI India Consumer Fund(IDCW)?

    The expense ratio of UTI India Consumer Fund(IDCW) Plan is 1.55 as of 10th July 2025.

  8. What is the alpha ratio of UTI India Consumer Fund(IDCW)?

    The alpha ratio for the UTI India Consumer Fund(IDCW) is 1.95

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of UTI India Consumer Fund(IDCW)?

    The volatility or standard deviation for the UTI India Consumer Fund(IDCW) is 14.43

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of UTI India Consumer Fund(IDCW)?

    The Sharpe ratio for the UTI India Consumer Fund(IDCW) is -0.19

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of UTI India Consumer Fund(IDCW)?

    The Sortino Ratio for the UTI India Consumer Fund(IDCW) is -0.02

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of UTI India Consumer Fund(IDCW)?

    The PE ratio of UTI India Consumer Fund(IDCW) is 67.03, while category PE ratio is 58.02.