UTI India Consumer Fund

UTI India Consumer Fund

Equity

UTI Mutual Fund

Equity - Consumption

Get the latest NAV of UTI India Consumer Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹59.19

NAV as on 21 May 2026

11.33%/per year

Since Inception

Absolute Gain%

▲▼

28 people have invested ₹ 85.9K in UTI India Consumer Fund in the last three months

UTI India Consumer Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (21-May-26)

The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.66%
-4.01%
-9.05%
-1.31%
12.44%
12.04%
Nifty 500
-1.91%
-3.39%
-4.99%
-0.56%
13.63%
11.84%
Equity - Consumption Avg
-0.84%
-2.79%
-8.99%
-3.02%
12.24%
13.27%
Best in Equity - Consumption
4.09%
4.32%
-2.55%
4.09%
17.59%
16.36%
Worst in Equity - Consumption
-2.87%
-5.74%
-12.17%
-8.15%
10.75%
12.04%
Category Rank
9/9
9/9
9/9
9/9
25/26
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INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
UTI India Consumer Fund
9/9
674Cr
1.61%
-1.31%
12.44%
-1.69
0.99
0.49
0.69
-0.68
Tata India Consumer Fund
1/9
2,591Cr
0.8%
3.78%
17.59%
2.89
0.94
0.72
1.14
0.37
Mirae Asset Great Consumer Fund
2/9
4,455Cr
0.42%
-1.65%
13.57%
-0.50
1.01
0.56
0.81
-0.14
ICICI Prudential Bharat Consumption Fund Cumulative
3/9
3,065Cr
0.9%
-1.95%
14.04%
-0.02
0.90
0.58
0.84
-0.23
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

UTI India Consumer Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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UTI India Consumer Fund Asset Allocation

See fund asset allocation details as on (14-May-26)

Fund Distribution

as on (14-May-26)

Large cap
73.8%
Mid cap
16.8%
Small cap
7.2%
Mid Cap allocation has gone up from 16.4% to 16.8%
Mid Cap allocation has gone up from 16.4% to 16.8%
Large Cap allocation has gone down from 74.5% to 73.8%
Large Cap allocation has gone down from 74.5% to 73.8%
Small Cap allocation has gone up from 6.5% to 7.2%
Small Cap allocation has gone up from 6.5% to 7.2%
Cash allocation has gone down from 2.6% to 2.1%
Cash allocation has gone down from 2.6% to 2.1%

UTI India Consumer Fund Sector Allocation

See fund sector allocation details as on (14-May-26)

Sector Allocation

Consumer Cyclical
42.5%
Consumer Defensive
23.9%
Communication
11%
Industrial
6.9%
Financial Services
5.2%
Health
3.3%
Basic Materials
3.3%
Real Estate
2.2%
Tech
1.6%

Top 3 Sectors in April were Consumer Cyclical, Consumer Defensive & Communication

Apr'26

Consumer Cyclical

52%

Consumer Defensive

18%

Communication

10%

Mar'26

Consumer Cyclical

52%

Consumer Defensive

18%

Communication

10%

UTI India Consumer Fund Holdings Details

as on (30-Apr-26)

Holdings
Weight%
1M Change
Mahindra & Mahindra Ltd
9.13%
6.8%
Eternal Ltd
8.41%
3.2%
Bharti Airtel Ltd
7.22%
0%
Titan Co Ltd
6.9%
0%
Maruti Suzuki India Ltd
6.06%
-11.4%
See all
Top Stocks bought last month
Trent Ltd's allocation increased from 3.46% to 4.19%
Trent Ltd's allocation increased from 3.46% to 4.19%
V-Mart Retail Ltd's allocation increased from 0.48% to 1.09%
V-Mart Retail Ltd's allocation increased from 0.48% to 1.09%
Varun Beverages Ltd's allocation increased from 1.36% to 1.64%
Varun Beverages Ltd's allocation increased from 1.36% to 1.64%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 7.55 % to 7.22 %
Bharti Airtel Ltd's allocation decreased from 7.55 % to 7.22 %
Maruti Suzuki India Ltd's allocation decreased from 6.99 % to 6.06 %
Maruti Suzuki India Ltd's allocation decreased from 6.99 % to 6.06 %
Eicher Motors Ltd's allocation decreased from 5.26 % to 4.39 %
Eicher Motors Ltd's allocation decreased from 5.26 % to 4.39 %

UTI India Consumer Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.61%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹674 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
32.95%
Risk
Risk meter
pointer
Very High Risk

About UTI India Consumer Fund

UTI India Consumer Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Vishal Chopda, Vicky Punjabi. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. UTI India Consumer Fund has ₹674 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 1.6.

Returns

UTI India Consumer Fund has given a CAGR return of 11.33% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.31%, 12.44% and 12.04% respectively.

Holdings

UTI India Consumer Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Industrial, Financial Services, Real Estate, Tech, Health, Basic Materials, Corporate. Its top holdings are Mahindra & Mahindra Ltd, Eternal Ltd, Bharti Airtel Ltd, Titan Co Ltd, Maruti Suzuki India Ltd

Taxation

As it is a equity - consumption mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of UTI India Consumer Fund

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 and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI India Consumer Fund has no lock in period.

Fund Manager

Vishal Chopda

Fund Manager of UTI India Consumer Fund, since 28 February 2018

Vicky Punjabi

Fund Manager of UTI India Consumer Fund, since 16 June 2025

Learn more about UTI Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 673.8 Cr
₹ 609.2 Cr
₹ 689.9 Cr
  • AUM of the fund stands at 673.8 Cr as of Apr'26
  • AUM increased by 64.6 Cr between Apr'26 and Mar'26

Compare UTI India Consumer Fund

UTI India Consumer Fund

VS

Aditya Birla Sun Life Consumption Fund

Frequently Asked Questions for UTI India Consumer Fund

How do I invest in UTI India Consumer Fund?

INDmoney makes it simple to invest in the UTI India Consumer Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘UTI India Consumer Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of UTI India Consumer Fund?

The NAV of the fund today is ₹59.19. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

UTI India Consumer Fund fund has generated a return of -1.31% in 1 year, 12.44% in 3 years, 12.04% in 5 years.

Who is the fund manager of UTI India Consumer Fund?

The fund managers are Vishal Chopda, Vicky Punjabi.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.61%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹674 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of UTI India Consumer Fund?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(9.13%), Eternal Ltd(8.41%), Bharti Airtel Ltd(7.22%)