UTI India Consumer Fund Regular Plan Growth
Medium
Risk
Equity
Other
+
15.43
%
15.43
%
3Y annualised
+
0.56
%
0.56
%
1D
1M
6M
1Y
3Y
All
Fund size
557
NAV:
Mar 7, 2024
49.2427
Sector
Tech
Type
Equity
Launched
Jul 2007
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Bharti Airtel Ltd
6.93
%
Maruti Suzuki India Ltd
6.82
%
Nestle India Ltd
5.08
%
Godrej Consumer Products Ltd
5.01
%
Avenue Supermarts Ltd
5.01
%
Trent Ltd
4.49
%
Tata Motors Ltd
4.44
%
Titan Co Ltd
4.38
%
Asian Paints Ltd
3.79
%
ITC Ltd
3.72
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
UTI India Consumer Fund Regular Plan Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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