UTI India Consumer Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.8%
Sharpe Ratio-0.14
Beta1.12
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices8.40%
Maruti Suzuki India LtdConsumers5.67%
Mahindra & Mahindra LtdConsumers5.06%
Avenue Supermarts LtdConsumers4.52%
Trent LtdConsumers4.24%
ITC LtdConsumers4.04%
Godrej Consumer Products LtdConsumers3.90%
Titan Co LtdConsumers3.89%
Nestle India LtdConsumers3.47%
Eternal LtdConsumers3.20%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.45%
Exit Load1
Regulatory & Tax Information
INF789F01CE6
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)