UTI India Consumer Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Consumption
Launch Date: 30-07-2007
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
Expense Ratio: 2.43% As on (28-11-2025)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 73.8 Cr As on (28-11-2025)
Turn over: 30

NAV as on 24-12-2025

59.3709

-0.05 (-0.0839%)

CAGR Since Inception

10.16%

Nifty India Consumption TRI 14.71%

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PERFORMANCE of UTI India Consumer Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 24-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI India Consumer Fund - Regular Plan - Growth Option	4.11	15.94	14.01	12.01	10.16
Nifty India Consumption TRI	10.02	19.23	17.43	14.45	14.71
Equity: Thematic-Consumption	1.33	16.98	16.89	14.48	10.39

Yearly Performance (%)

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Fund Managers

Mr. Vishal Chopda FM 1,Mr. Vicky Punjabi FM 2,Not Applicable FM 3,Not Applicable FM 4

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.

RETURNS CALCULATOR for UTI India Consumer Fund - Regular Plan - Growth Option

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI India Consumer Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI India Consumer Fund - Regular Plan - Growth Option	12.1	0.62	-2.83	0.97	-	-
Equity: Thematic-Consumption	-	-	-	-	-	-

PEER COMPARISION of UTI India Consumer Fund - Regular Plan - Growth Option

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Period

Data as on - 24-12-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI India Consumer Fund - Regular Plan - Growth Option	30-07-2007	4.11	13.05	15.94	14.01	12.01
Bank of India Consumption Fund - Regular - Growth	20-12-2024	11.68	0.0	0.0	0.0	0.0
Kotak Consumption Fund - Regular plan - Growth Option	16-11-2023	7.6	17.77	0.0	0.0	0.0
Aditya Birla Sun Life Consumption Fund-Growth Option	05-08-2005	4.69	12.0	16.04	16.31	15.12
Mirae Asset Great Consumer Fund - Regular Plan - Growth option	29-03-2011	4.36	11.07	17.95	18.31	15.85
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option	14-09-2009	4.2	12.75	17.2	17.37	16.11
ICICI Prudential Bharat Consumption Fund - Growth Option	09-04-2019	3.74	10.86	17.68	17.26	0.0
Nippon India Consumption Fund-Growth Plan-Growth Option	30-09-2004	2.83	11.66	16.42	18.57	13.03
Mahindra Manulife Consumption Fund- Regular Plan - Growth	13-11-2018	1.68	11.89	16.51	15.9	0.0
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option	07-09-2018	1.1	12.06	17.2	16.53	0.0