Mutual Funds
AMC
UTI-India Consumer Fund (G)

UTI-India Consumer Fund (G)

NAV
59.34(0.69%)
Fund Size (CR)
₹738.06
Expense Ratio
2.43
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹500
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
10.17%

Absolute Return: -0.57%

Annualized Return: 0%

1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment

Basic Details

Scheme Manager

Vishal Chopda

Bench Mark

Nifty India Consumption TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	5 December 2025	9960.19	-0.40%	-	-0.31%	491/956
1 Month	12 November 2025	9954.20	-0.46%	-	-0.79%	391/936
3 Month	12 September 2025	9928.19	-0.72%	-	1.06%	620/916
6 Month	12 June 2025	10566.34	5.66%	-	3.70%	185/876
1 Year	12 December 2024	10164.69	1.65%	1.65%	1.41%	327/790
3 Year	12 December 2022	14865.06	48.65%	14.11%	18.59%	435/506
5 Year	11 December 2020	19509.88	95.10%	14.28%	19.35%	355/414
Since Inception	30 July 2007	59339.10	493.39%	10.17%	12.69%	671/960

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2025	1,20,000	126153.93	5.13%	5.13%
3 Year	2 January 2023	3,60,000	433271.57	20.35%	6.37%
5 Year	1 January 2021	6,00,000	823678.95	37.28%	6.54%
10 Year	1 January 2016	12,00,000	2332086.86	94.34%	6.87%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.02%

Standard Deviation

0.96%

Beta

0.75%

Sharpe Ratio

-0.00%

Treynor's Ratio

-2.75%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Bharti Airtel	8.33%	292500	61.47	Equity	Telecom-Service
Maruti Suzuki	6.89%	32000	50.88	Equity	Automobile
M & M	6.82%	134000	50.35	Equity	Automobile
Titan Company	4.77%	90000	35.17	Equity	Diamond, Gems and Jewellery
ITC	4.38%	800000	32.34	Equity	Tobacco Products
Eicher Motors	3.73%	39000	27.51	Equity	Automobile
Hero Motocorp	3.43%	41000	25.32	Equity	Automobile
Eternal Ltd	3.31%	815000	24.46	Equity	E-Commerce/App based Aggregator
Godrej Consumer	2.80%	180389	20.67	Equity	FMCG
Hind. Unilever	2.57%	77000	18.99	Equity	FMCG

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Taiwan Equity Fund - Direct (G)	423.45	7.49%	10.95%	44.95%	51.99%	38.57%
Nippon India Taiwan Equity Fund - Direct (IDCW)	423.45	7.49%	10.95%	44.95%	51.99%	38.57%
Aditya Birla SL International Equity Fund - Direct (G)	273.54	3.11%	4.55%	17.18%	32.08%	16.59%
Aditya Birla SL International Equity Fund - Direct (IDCW)	273.54	3.11%	4.55%	17.18%	32.08%	16.59%
Franklin Asian Equity Fund - Direct (G)	297.29	0.82%	7.14%	17.92%	22.67%	12.77%

List of Schemes under UTI Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
UTI-Mid Cap Fund	Equity	Very High	-2.85%	2	₹12,050.11
UTI-Nifty Midcap 150 Index Fund	Other	Very High	1.78%	0	₹62.04
UTI-India Consumer Fund	Equity	Very High	2.57%	1	₹738.06
UTI-CRISIL SDL Maturity June 2027 Index Fund	Other	Moderate	7.84%	0	₹72.34
UTI-Silver ETF Fund of Fund	Other	Very High	99.35%	0	₹294.52
UTI-CRISIL SDL Maturity April 2033 Index Fund	Other	Moderate	6.22%	0	₹330.60
UTI-MNC Fund	Equity	Very High	0.57%	0	₹2,872.30
UTI-Overnight Fund	Debt	Low	5.9%	3	₹5,369.32
UTI-Healthcare Fund	Equity	Very High	0.63%	4	₹1,126.13
UTI-Credit Risk Fund	Debt	Moderately High	7.97%	3	₹261.16
UTI-Gilt Fund	Debt	Moderate	5.16%	3	₹560.78
UTI-Gilt Fund with 10yr Constant Duration	Debt	Moderate	6.91%	0	₹140.60
UTI-Retirement Fund	Solution Oriented	High	4.68%	0	₹4,791.43
UTI-Children's Hybrid Fund	Solution Oriented	High	3.64%	0	₹4,559.29
UTI-Nifty Private Bank Index Fund	Other	Very High	11.86%	0	₹228.32
UTI-BSE Low Volatility Index Fund	Other	Very High	4.94%	3	₹573.20
UTI-Large & Mid Cap Fund	Equity	Very High	3.75%	4	₹5,498.45
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund	Other	Very High	0%	0	₹95.04
UTI-Equity Savings Fund	Hybrid	Moderate	8.22%	4	₹794.23
UTI-Conservative Hybrid Fund	Hybrid	Moderately High	5.41%	3	₹1,701.31
UTI-Transportation & Logistics Fund	Equity	Very High	16.55%	0	₹4,067.49
UTI-Nifty200 Momentum 30 Index Fund	Other	Very High	-10.04%	1	₹8,942.61
UTI-Corporate Bond Fund	Debt	Moderate	8.03%	3	₹5,746.75
UTI-Nifty Midcap 150 Quality 50 Index Fund	Other	Very High	-4%	1	₹259.07
UTI-Small Cap Fund	Equity	Very High	-6.01%	3	₹4,833.23
UTI-Aggressive Hybrid Fund	Hybrid	Very High	3.65%	4	₹6,717.89
UTI-BSE Housing Index Fund	Other	Very High	-9.79%	0	₹24.74
UTI-BSE Sensex Index Fund	Other	Very High	5.94%	2	₹214.40
UTI-Nifty200 Quality 30 Index Fund	Other	Very High	-0.45%	0	₹658.51
UTI-Medium to Long Duration Fund	Debt	Moderate	5.82%	3	₹312.61
UTI-Banking and Financial Services Fund	Equity	Very High	11.97%	3	₹1,385.87
UTI Multi Asset Allocation Fund	Hybrid	Very High	10.23%	3	₹6,551.14
UTI-Nifty SDL Plus AAA PSU Bond Apr 2028 75:25 Index Fund	Other	Moderate	7.99%	0	₹34.29
UTI-Money Market Fund	Debt	Moderate	7.61%	3	₹22,197.93
UTI-Arbitrage Fund	Hybrid	Low	7.06%	3	₹10,719.99
UTI-Nifty 500 Value 50 Index Fund	Other	Very High	3.25%	0	₹539.39
UTI-Nifty50 Equal Weight Index Fund	Other	Very High	9.25%	0	₹118.79
UTI-Banking & PSU Fund	Debt	Moderate	7.98%	3	₹811.55
UTI-Low Duration Fund	Debt	Moderately Low	7.66%	2	₹3,184.08
UTI-Annual Interval Fund - I	Debt	Moderately Low	5.99%	0	₹21.51
UTI-Long Duration Fund	Debt	Moderate	1.36%	0	₹99.00
UTI-Large Cap Fund	Equity	Very High	5.66%	3	₹13,398.93
UTI-Nifty SDL Plus AAA PSU Bond Apr 2026 75:25 Index Fund	Other	Moderate	7.2%	0	₹171.34
UTI-Ultra Short Duration Fund	Debt	Moderate	7.33%	3	₹4,787.82
UTI-Nifty 50 Index Fund	Other	Very High	7.23%	3	₹26,491.93
UTI Dividend Yield Fund	Equity	Very High	1.38%	0	₹3,936.48
UTI-Children's Equity Fund	Solution Oriented	Very High	1.08%	0	₹1,179.90
UTI-Value Fund	Equity	Very High	2.72%	3	₹10,135.00
UTI-Innovation Fund	Equity	Very High	-8.11%	0	₹843.47
UTI-ELSS Tax Saver Fund	Equity	Very High	1.66%	2	₹3,784.72
UTI-Flexi Cap Fund	Equity	Very High	-0.58%	1	₹25,575.00
UTI-Children's Equity Fund	Solution Oriented	Very High	1.08%	0	₹1,179.90
UTI-Focused Fund	Equity	Very High	3.18%	3	₹2,638.30
UTI-Short Duration Fund	Debt	Moderate	7.77%	3	₹3,374.49
UTI-Floater Fund	Debt	Moderately Low	7.49%	3	₹1,461.56
UTI-Quant Fund	Equity	Very High	0%	0	₹1,863.27
UTI Multi Cap Fund	Equity	Very High	0%	0	₹1,788.81
UTI-Gold ETF Fund of Fund	Other	High	67.58%	5	₹680.31
UTI-Nifty Next 50 Index Fund	Other	Very High	-5.58%	2	₹5,952.86
UTI-Nifty India Manufacturing Index Fund	Other	Very High	0%	0	₹25.16
UTI-Dynamic Bond Fund	Debt	Moderately Low	6.86%	3	₹456.79
UTI-Balanced Advantage Fund	Hybrid	Very High	7.77%	0	₹3,190.94
UTI-Unit Linked Insurance Plan	Hybrid	Moderately High	4.14%	0	₹5,300.39
UTI-Infrastructure Fund	Equity	Very High	-0.23%	2	₹2,200.11
UTI-Liquid Fund	Debt	Moderate	6.65%	3	₹24,570.02
UTI-Medium Duration Fund	Debt	Moderate	7.16%	2	₹40.35
UTI-Nifty Alpha Low-Volatility 30 Index Fund	Other	Very High	-2.99%	0	₹81.24
UTI-Income Plus Arbitrage Active Fund of Fund	Other	Moderate	0%	0	₹264.86

News

UTI Mutual Fund announces change in Key Personnel
UTI Mutual Fund has announced the Mr. Ashish Wakodikar has been identified as Key Personnel of UTI Asset Management Company Ltd, with effect from December 10, 2025.
Details of Mr. Ashish Wakodikar
Age: 34 years
Designation: Associate Vice President- Dealer
Qualification: MBA/MMS
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UTI Mutual Fund announces change in Key Personnel
UTI Mutual Fund has announced All investors are hereby notified that, with effect from November 14, 2025, the Board of Directors of UTI Trustee Company Private Limited (Trustee to UTI Mutual Fund) has been reconstituted with the appointment of Mr. Chandra Bhan Singh as an Additional Director (Independent Category) and Mr. Srinivasan Sridhar as an Additional Director (Associate Category).
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UTI Aggressive Hybrid Fund announces Income Distribution cum Capital Withdrawal (IDCW)
UTI Mutual Fund has announced 13 November 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under IDCW-Regular Plan and IDCW-Direct Plan of UTI Aggressive Hybrid Fund. The quantum of dividend will be Rs 0.9000 per unit or 9.00% on the face value of Rs 10 per unit.
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Fund House Details & Investment Objective

Date of Incorporation

2 July 2007

Total AUM (Cr)

₹738.06

UTI-India Consumer Fund (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, UTI Mutual Fund. Launched in 2 July 2007, this fund is managed by Vishal Chopda. With assets under management (AUM) worth ₹738.06 (Cr), as of 12 December 2025, UTI-India Consumer Fund (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 10.17% since its launch.
The current NAV of UTI-India Consumer Fund (G) is ₹59.34, as on 12 December 2025. The fund's benchmark index is Nifty India Consumption TRI. You can invest in UTI-India Consumer Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 14.11% and 14.28% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.40% in Equity, 2.58% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 21.19% in Automobiles, 16.92% in Retailing, 13.19% in Consumer Durables, 7.64% in Telecom-Services, 7.16% in Diversified FMCG