UTI India Consumer Fund - Regular Plan - IDCW

Equity: Thematic-Consumption Open Ended Scheme
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NAV
₹ 49.8919 ₹ -0.27 (-0.53 %)
as on 09-09-2026
Asset Size (AUM)
735.17 Cr
Launch Date
Jul 30, 2007
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 30, 2007
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9.48

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.87 %
Expense Ratio
2.43%
Volatility
12.1 %
Fund House
UTI Mutual Fund
Fund Manager
Mr. Vicky Punjabi
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more.
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
1.00% if redeemed before 30 days from the date of allotment. Nil if redeemed on or after 30 days from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
UTI India Consumer Fund - Regular Plan - IDCW
Tata India Consumer Fund-Regular Plan-Growth
HSBC Consumption Fund - Regular Growth
Quant Consumption Fund - Growth Option - Regular Plan
ITI Bharat Consumption Fund - Regular Plan Plan - Growth
Bank Of India Consumption Fund - Regular - Growth
Kotak Consumption Fund - Regular Plan - Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Canara Robeco Consumption Fund - Regular Plan - Growth Option
Edelweiss Consumption Fund - Regular - Growth
Performance

Scheme Performance (%)

Data as on - 09-09-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
UTI India Consumer Fund - Regular Plan - IDCW 30-07-2007 -5.16 -3.76 9.33 8.05 10.24
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 2.74 0.86 13.18 12.3 15.22
HSBC Consumption Fund - Regular Growth 31-08-2023 1.97 2.34 15.26 0.0 0.0
Quant Consumption Fund - Growth Option - Regular Plan 05-01-2024 1.76 -7.16 0.0 0.0 0.0
ITI Bharat Consumption Fund - Regular Plan Plan - Growth 28-02-2025 -0.52 0.0 0.0 0.0 0.0
Bank Of India Consumption Fund - Regular - Growth 20-12-2024 -0.98 0.0 0.0 0.0 0.0
Kotak Consumption Fund - Regular Plan - Growth Option 16-11-2023 -4.0 -0.96 0.0 0.0 0.0
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 -5.16 -3.76 9.33 8.05 10.28
Canara Robeco Consumption Fund - Regular Plan - Growth Option 14-09-2009 -5.31 -3.76 9.13 9.82 13.66
Edelweiss Consumption Fund - Regular - Growth 20-02-2025 -5.92 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings