Previously Known As : Uti India Lifestyle Fund

Uti India Consumer Fund Overview
Category	Consumption Fund
BMSMONEY Rank	10
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹56.82_(R)		-1.6%	₹61.16_(D)	-1.6%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	24.23%	14.34%	16.04%	11.82%	11.25%
LumpSum_(D)	25.39%	15.27%	16.83%	12.55%	11.94%
SIP_(R)	-36.54%	13.87%	16.58%	15.18%	13.54%
SIP_(D)	-35.88%	14.92%	17.51%	15.99%	14.28%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.44	0.23	0.61	-4.23%	0.07
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	14.34%	-15.47%	-12.08%	0.93	9.99%

Top Consumption Fund
Fund Name	Rank	Rating
Sbi Consumption Opportunities Fund	1
Tata India Consumer Fund	2
Sundaram Consumption Fund	3

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
UTI India Consumer Fund - Regular Plan - IDCW	49.67	-0.8100	-1.6000%
UTI India Consumer Fund - Direct Plan - IDCW	53.69	-0.8700	-1.6000%
UTI India Consumer Fund - Regular Plan - Growth Option	56.82	-0.9300	-1.6000%
UTI India Consumer Fund - Direct Plan - Growth Option	61.16	-1.0000	-1.6000%

Review Date: 20-12-2024

Uti India Consumer Fund has shown poor performance in the Consumption Fund category. The fund has rank of 10 out of 11 funds in the category. The fund has delivered return of 24.23% in 1 year, 14.34% in 3 years, 16.04% in 5 years and 11.25% in 10 years. The category average for the same periods is 23.38%, 19.28%, 19.02% and 14.34% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 14.34, VaR of -15.47, Average Drawdown of -5.9, Semi Deviation of 9.99 and Max Drawdown of -12.08. The category average for the same parameters is 13.37, -13.17, -4.75, 9.32 and -9.99 respectively. The fund has high risk in the category.

Key Points:

An investment of ₹10,000 in Uti India Consumer Fund direct growth option would have grown to ₹12539.0 in 1 year, ₹15314.0 in 3 years and ₹21770.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Uti India Consumer Fund direct growth option would have grown to ₹9512.0 in 1 year, ₹44943.0 in 3 years and ₹92928.0 in 5 years as of today (20-12-2024).
standard deviation of 14.34 and based on VaR one can expect to lose more than -15.47% of current value of fund in one year.
Sharpe ratio of the fund is 0.44 which shows poor performance of fund in the consumption fund category.
The fund has R-square of 0.93, Beta of 0.93 and Jensen's Alpha of -4.23% which exhibit poor performance in the consumption fund category .

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	1.79	2.44	0.13 \| 5.01	12 \| 15	Average
3M Return %	-12.28	-9.73	-13.10 \| -4.79	13 \| 14	Poor
6M Return %	1.39	4.40	-2.78 \| 11.42	13 \| 15	Poor
1Y Return %	24.23	23.38	2.91 \| 36.01	8 \| 15	Good
3Y Return %	14.34	19.28	14.09 \| 23.37	10 \| 11	Poor
5Y Return %	16.04	19.02	13.63 \| 23.14	10 \| 11	Poor
7Y Return %	11.82	14.13	11.39 \| 16.48	8 \| 9	Average
10Y Return %	11.25	14.34	11.25 \| 16.29	8 \| 8	Poor
15Y Return %	12.61	15.03	12.61 \| 17.21	5 \| 5	Average
1Y SIP Return %	-36.54	-33.64	-39.02 \| -24.79	10 \| 14	Average
3Y SIP Return %	13.87	17.38	13.87 \| 22.77	10 \| 10	Poor
5Y SIP Return %	16.58	20.73	16.58 \| 25.36	10 \| 10	Poor
7Y SIP Return %	15.18	18.82	15.18 \| 21.40	8 \| 8	Poor
10Y SIP Return %	13.54	16.79	13.54 \| 18.91	7 \| 7	Poor
15Y SIP Return %	12.85	15.75	12.85 \| 17.41	5 \| 5	Average
Standard Deviation	14.34	13.37	11.47 \| 14.46	9 \| 11	Average
Semi Deviation	9.99	9.32	8.07 \| 10.00	10 \| 11	Poor
Max Drawdown %	-12.08	-9.99	-12.08 \| -7.71	11 \| 11	Poor
VaR 1 Y %	-15.47	-13.17	-16.34 \| -9.36	10 \| 11	Poor
Average Drawdown %	-5.90	-4.75	-6.32 \| -3.52	10 \| 11	Poor
Sharpe Ratio	0.44	0.83	0.44 \| 1.11	11 \| 11	Poor
Sterling Ratio	0.61	0.94	0.61 \| 1.23	11 \| 11	Poor
Sortino Ratio	0.23	0.43	0.23 \| 0.57	11 \| 11	Poor
Jensen Alpha %	-4.23	4.53	-4.23 \| 17.72	11 \| 11	Poor
Treynor Ratio	0.07	-1.63	-19.22 \| 0.19	10 \| 11	Poor
Modigliani Square Measure %	13.91	22.32	13.91 \| 44.57	11 \| 11	Poor
Alpha %	-5.46	-1.63	-23.13 \| 3.78	10 \| 11	Poor

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	1.86	2.54	0.20 \| 5.11	12 \| 15
3M Return %	-12.08	-9.44	-12.81 \| -4.47	13 \| 14
6M Return %	1.84	5.04	-2.36 \| 12.13	13 \| 15
1Y Return %	25.39	24.93	3.81 \| 37.91	8 \| 15
3Y Return %	15.27	20.66	15.08 \| 24.70	10 \| 11
5Y Return %	16.83	20.40	14.55 \| 24.46	10 \| 11
7Y Return %	12.55	15.38	12.35 \| 18.00	8 \| 9
10Y Return %	11.94	15.50	11.94 \| 17.54	8 \| 8
1Y SIP Return %	-35.88	-32.69	-38.18 \| -23.63	11 \| 14
3Y SIP Return %	14.92	18.86	14.92 \| 24.43	10 \| 10
5Y SIP Return %	17.51	22.22	17.51 \| 26.78	10 \| 10
7Y SIP Return %	15.99	20.17	15.99 \| 22.68	8 \| 8
10Y SIP Return %	14.28	18.02	14.28 \| 20.14	7 \| 7
Standard Deviation	14.34	13.37	11.47 \| 14.46	9 \| 11
Semi Deviation	9.99	9.32	8.07 \| 10.00	10 \| 11
Max Drawdown %	-12.08	-9.99	-12.08 \| -7.71	11 \| 11
VaR 1 Y %	-15.47	-13.17	-16.34 \| -9.36	10 \| 11
Average Drawdown %	-5.90	-4.75	-6.32 \| -3.52	10 \| 11
Sharpe Ratio	0.44	0.83	0.44 \| 1.11	11 \| 11
Sterling Ratio	0.61	0.94	0.61 \| 1.23	11 \| 11
Sortino Ratio	0.23	0.43	0.23 \| 0.57	11 \| 11
Jensen Alpha %	-4.23	4.53	-4.23 \| 17.72	11 \| 11
Treynor Ratio	0.07	-1.63	-19.22 \| 0.19	10 \| 11
Modigliani Square Measure %	13.91	22.32	13.91 \| 44.57	11 \| 11
Alpha %	-5.46	-1.63	-23.13 \| 3.78	10 \| 11

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.60	₹ 9,840.00	-1.60	₹ 9,840.00
1W	-3.18	₹ 9,682.00	-3.16	₹ 9,684.00
1M	1.79	₹ 10,179.00	1.86	₹ 10,186.00
3M	-12.28	₹ 8,772.00	-12.08	₹ 8,792.00
6M	1.39	₹ 10,139.00	1.84	₹ 10,184.00
1Y	24.23	₹ 12,423.00	25.39	₹ 12,539.00
3Y	14.34	₹ 14,949.00	15.27	₹ 15,314.00
5Y	16.04	₹ 21,040.00	16.83	₹ 21,770.00
7Y	11.82	₹ 21,862.00	12.55	₹ 22,874.00
10Y	11.25	₹ 29,041.00	11.94	₹ 30,900.00
15Y	12.61	₹ 59,370.00		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-36.54	₹ 9,462.04	-35.88	₹ 9,511.84
3Y	₹ 36000	13.87	₹ 44,268.66	14.92	₹ 44,943.26
5Y	₹ 60000	16.58	₹ 90,836.40	17.51	₹ 92,928.12
7Y	₹ 84000	15.18	₹ 144,332.66	15.99	₹ 148,591.21
10Y	₹ 120000	13.54	₹ 243,407.40	14.28	₹ 253,154.64
15Y	₹ 180000	12.85	₹ 512,436.60		₹

Date	Uti India Consumer Fund NAV Regular Growth	Uti India Consumer Fund NAV Direct Growth
20-12-2024	56.8169	61.1586
19-12-2024	57.7433	62.1543
18-12-2024	58.0722	62.5066
17-12-2024	58.2002	62.6429
16-12-2024	58.8423	63.3324
13-12-2024	58.6803	63.1531
12-12-2024	58.3777	62.8259
11-12-2024	58.8905	63.3762
10-12-2024	58.7655	63.24
09-12-2024	58.6682	63.1337
06-12-2024	59.131	63.6269
05-12-2024	59.046	63.5338
04-12-2024	58.5575	63.0066
03-12-2024	58.5902	63.0401
02-12-2024	58.4089	62.8436
29-11-2024	58.1024	62.5091
28-11-2024	57.8094	62.1923
27-11-2024	58.241	62.6551
26-11-2024	57.7854	62.1635
25-11-2024	57.5064	61.8617
22-11-2024	56.8763	61.1794
21-11-2024	55.8194	60.041

Fund Launch Date: 02/Jul/2007
Fund Category: Consumption Fund
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.
Fund Description: An open ended equity scheme following the theme of changing consumer aspirations, changing lifestyle and growth of consumption
Fund Benchmark: Nifty India Consumption

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Uti India Consumer Fund

Previously Known As : Uti India Lifestyle Fund

Uti India Consumer Fund NAV

Uti India Consumer Fund Review

Uti India Consumer Fund Performance Comparison with Peers (Regular Plan Chart)

Uti India Consumer Fund Review Dashboard (Regular Plan)

Uti India Consumer Fund Review Dashboard (Direct Plan)

Uti India Consumer Fund Lumpsum Returns and Investment Value

Uti India Consumer Fund SIP Return and Investment Value

Uti India Consumer Fund NAV History

Uti India Consumer Fund Information