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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹67.2678 1.39%
As on 08-Oct-2024
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
|
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1.59 |
|
 |
|
Very High
|
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0.42 |
||
|
|
Very High
|
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0.89 |
||
 |
|
Very High
|
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1.13 |
||
|
|
Very High
|
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0.77 |
₹777 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
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
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 ₹67.2678 as of 09-Oct-2024.
The AUM of UTI India Consumer Fund - Direct Plan Fund is ₹777 Cr as of 30-Sep-2024
The riskometer level of UTI India Consumer Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.82
|
|
|
6.53
|
|
|
6.00
|
|
|
4.59
|
|
|
4.30
|
As of 30-Sep-2024, UTI India Consumer Fund - Direct Plan had invested 95.43% in Equity, 4.37% in Cash & Cash Eq. and 0.2% in Debt See More
UTI India Consumer Fund - Direct Plan is 11 years 9 months old. It has delivered 14.12% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
44.85%
|
17.46%
|
20.36%
|
15.25%
|
13.72%
|
14.12%
|
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 1.59.
