UTI India Lifestyle Fund - Growth - Regular Plan

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  • Net Change on 16-10-2019

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Fund Overview Growth | Regular Plan

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Fund Objective

The objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI India Consumer Fund - Regular Plan - Growth Option 7.28 7.98 7.79 7.69 7.20 8.19
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
NIFTY CONSUMPTION 6.76 7.16 7.84 8.63 9.90 12.34
NIFTY CONSUMPTION - TRI -1.54 2.70 -0.42 14.27 15.77 14.11

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI India Consumer Fund - Regular Plan - Growth Option Jul 30, 2007 Unrated 7.79 7.69 7.20 2.61 263.03
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 Unrated 11.73 13.13 13.00 2.22 872.70
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 Unrated 3.40 10.39 11.37 2.42 716.19
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 Unrated 11.33 12.35 12.63 2.58 523.36
SBI Magnum COMMA Fund - REGULAR PLAN - Growth Aug 08, 2005 Unrated 6.03 4.89 8.35 2.57 247.88
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 Unrated 13.47 2.52 7.05 2.87 82.30

Fund Holdings as on 30-September-2019

  • EQ MARUTI SUZUKI INDIA LTD.

  • EQ ITC LTD.

  • EQ ASIAN PAINTS LTD.

  • EQ NESTLE INDIA LTD.

  • EQ GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD.

  • EQ CROMPTON GREAVES CONSUMER ELECTRICALS LTD.

  • EQ BHARTI AIRTEL LTD.

  • EQ HDFC BANK LTD.

  • EQ TITAN COMPANY LTD.

  • EQ DABUR INDIA LTD.

  • EQ ADITYA BIRLA FASHION & RETAIL LTD.

  • EQ MARICO LTD.

  • EQ BAJAJ FINANCE LTD.

  • EQ JUBILANT FOOD WORKS LTD

  • EQ EICHER MOTORS LTD

  • EQ TVS MOTOR COMPANY LTD

  • EQ UNITED BREWERIES LTD.

  • EQ BRITANNIA INDUSTRIES LTD.

  • EQ WHIRLPOOL OF INDIA LTD.

  • EQ AVENUE SUPERMARTS LTD.

  • EQ VOLTAS LTD.

  • EQ ICICI BANK LTD

  • EQ SHEELA FOAM LTD.

  • EQ PAGE INDUSTRIES LTD

  • EQ CERA SANITARYWARE LTD.

  • EQ JYOTHY LABS LTD.

  • EQ PRATAAP SNACKS LTD

  • NET CURRENT ASSETS

  • EQ HERITAGE FOODS LTD.

  • EQ PROCTER & GAMBLE HYGIENE & HEL CARE LTD.

  • EQ PHOENIX MILLS LTD

  • EQ EXIDE INDUSTRIES LTD.

  • EQ MRF LTD.

  • EQ CHALET HOTELS LTD

  • EQ WONDERLA HOLIDAYS LTD

  • EQ TORRENT PHARMACEUTICALS LTD.

  • EQ INFO-EDGE (INDIA) LTD.

  • EQ KHADIM INDIA LTD.

  • FEDERAL BANK LTD STD - 371 DaysMargin deposit

  • NCD BRITANNIA INDUSTRIES LTD.

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  • Consumer Food

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Bank - Private

  • Automobile Two & Three Wheelers

  • Paints

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Finance - NBFC

  • Breweries & Distilleries

  • Air Conditioners

  • Textile

  • Ceramics/Marble/Granite/Sanitaryware

  • Miscellaneous

  • Construction - Real Estate

  • Batteries

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Amusement Parks/Recreation/Club

  • Pharmaceuticals & Drugs

  • BPO/ITeS

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About UTI India Consumer Fund

Scheme Analysis

UTI India Consumer Fund is a Equity - Sectoral Fund - Consumption fund and belongs to UTI Mutual Fund. It was launched on 30-Jul-2007 and currently has an AUM of ₹263.03 crore. UTI India Consumer Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY CONSUMPTION as primary index and NIFTY CONSUMPTION - TRI as secondary index.

The NAV of UTI India Consumer Fund ended up ₹0.04(0.16%)yesterday to ₹26.20.

Among its top 3 holdings the fund has exposure to EQ MARUTI SUZUKI INDIA LTD., EQ ITC LTD. and EQ ASIAN PAINTS LTD.

The UTI India Consumer Fund is managed by Vishal Chopda .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com
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