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Sectoral / ThematicregulargrowthVery High📊 NIFTY INDIA CONSUMPTION TRI

UTI India Consumer Fund - Regular Plan - Growth Option

UTI Mutual Fund

#162 of 213 (1Y)

₹54.1408

0.96 (-1.74%)

NAV as of 29 May 2026

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹54.1408

0.96 (-1.74%)

29 May 2026

AMFI: 106425

Direct · Growth

₹₹59.0262

1.04 (-1.73%)

29 May 2026

AMFI: 120780

Regular · IDCW

₹₹47.3265

0.84 (-1.74%)

29 May 2026

AMFI: 106426

Direct · IDCW

₹₹51.8183

0.91 (-1.73%)

29 May 2026

AMFI: 120781

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.43%
1 Month-2.59%
3 Months-4.10%
6 Months-9.07%
1 Year-2.14%
3 Years (CAGR)+11.36%
5 Years (CAGR)+11.00%
10 Years (CAGR)
Since Inception (Jul 2007)+9.42%

Returns calculated from 01 January 2021 onwards due to a structural change in the scheme on that date. Pre-2021 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.04%
3 Year SIP+3.20%
5 Year SIP+7.40%
Since Inception (Jul 2007)+9.68%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,13,000

Invested

₹3,04,073

Value today

10.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹5,414

Value today

9.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,30,000

Withdrawn

₹23,73,352

Corpus left

+₹25,03,352 net gain — withdrew ₹11,30,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,09,02,214

Value today

+235.6%

vs lumpsum

STP beat direct lumpsum by 235.6% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,72,667

Value today

1.7×

Multiple

Staying invested through that crash turned ₹1L into ₹1,72,667 — a 1.7× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,07,518

Regular plan

₹88,384

Direct earns ₹19,134 more on a ₹60K investment3.19% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseUTI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹684 Cr
Expense Ratio2.46%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY INDIA CONSUMPTION TRI ✓
Launch Date30 Jul 2007
AMFI Code106425

Risk Metrics

Trailing 1 year, annualised

-0.65

Sharpe Ratio

-0.09

Alpha

0.44

Beta

-0.62

Sortino

14.98%

Std Dev

-17.97%

Max Drawdown

Portfolio Holdings

Top 43 holdings · as of Mar 2026

Equity42 holdings · 97.4%
Security% NAV

MAHINDRA & MAHINDRA LTD.

INE101A01026

9.02%

ETERNAL LIMITED

INE758T01015

8.35%

BHARTI AIRTEL LTD.

INE397D01024

7.55%

MARUTI SUZUKI INDIA LTD.

INE585B01010

6.99%

TITAN COMPANY LTD.

INE280A01028

6.88%

EICHER MOTORS LTD

INE066A01021

4.50%

ITC LTD.

INE154A01025

3.46%

TRENT LIMITED

INE849A01020

3.46%

TVS MOTOR COMPANY LTD

INE494B01023

3.16%

AVENUE SUPERMARTS LTD.

INE192R01011

2.92%

HINDUSTAN UNILEVER LTD

INE030A01027

2.60%

TATA CONSUMER PRODUCTS LTD

INE192A01025

2.58%

HERO MOTOCORP LTD.

INE158A01026

2.52%

POLYCAB INDIA LTD

INE455K01017

2.47%

NESTLE INDIA LTD.

INE239A01024

2.06%

PHOENIX MILLS LTD

INE211B01039

2.03%

HDFC BANK LIMITED

INE040A01034

1.74%

JUBILANT FOODWORKS LTD.

INE797F01020

1.66%

HAVELLS INDIA LTD.

INE176B01034

1.54%

INFO-EDGE (INDIA) LTD.

INE663F01032

1.51%

GLOBAL HEALTH LTD.

INE474Q01031

1.42%

ASTER DM HEALTHCARE LTD

INE914M01019

1.41%

DIXON TECHNOLOGIES (INDIA) LTD

INE935N01020

1.38%

VARUN BEVERAGES LTD

INE200M01039

1.36%

BAJAJ FINANCE LTD.

INE296A01032

1.34%

METRO BRANDS LTD

INE317I01021

1.25%

VISHAL MEGA MART LTD

INE01EA01019

1.25%

UNITED SPIRITS LTD.

INE854D01024

1.23%

LG ELECTRONICS INDIA LTD

INE324D01010

1.17%

BIKAJI FOODS INTERNATIONAL LTD.

INE00E101023

1.11%

PB FINTECH LTD

INE417T01026

1.10%

BERGER PAINTS INDIA LTD.

INE463A01038

1.09%

TIPS MUSIC LIMITED

INE716B01029

1.09%

ASTRAL LTD.

INE006I01046

1.05%

BLUE STAR LIMITED

INE472A01039

1.03%

VEDANT FASHIONS LTD

INE825V01034

0.53%

V-MART RETAIL LTD

INE665J01013

0.48%

ASIAN PAINTS (INDIA) LTD.

INE021A01026

0.40%

KEWAL KIRAN CLOTHING LTD

INE401H01017

0.39%

UNITED FOODBRANDS LTD

INE382M01027

0.27%

MEESHO LTD

INE0VDM01015

0.06%

6% Cum Non-Convert Redeemable Pref Sh TVS MOTORS -01/09/2026

INE494B04019

0.03%
Fund Units1 holding · 0.7%
Security% NAV

UNITS UTI LIQUID FUND

INF789F01XQ6

0.66%

Performance Comparison

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Investment Objective

UTI India Consumer Fund - Regular Plan - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

UTI India Consumer Fund - Regular Plan - Growth Option is a Sectoral / Thematic mutual fund offered by UTI Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹684 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY INDIA CONSUMPTION TRI. The current expense ratio is 2.46%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations