UTI India Lifestyle Fund (Equity, Equity Thematic-consumpti)

High
12 yrs 5 monthsStarted on:30 Jul 2007
₹ 275.56 Cras on: 06 Dec 2019
Long Term Horizon
2.64%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.94
3 Month11.57
1 YR8.28
2 YR3.35
3 YR10.48

SIP Returns

TenureReturns (CAGR)
1 YR12.82
2 YR4.5
3 YR5.51
5 YR7.09
10 YR9.71

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.5
ITC Ltd.6.12
Bharti Airtel Ltd.5.03
Asian Paints Ltd.4.99
Nestle India Ltd.4.5
Glaxosmithkline Consumer Healthcare Ltd.4.15
Crompton Greaves Consumer Electricals Ltd.3.97
HDFC Bank Ltd.3.3
Dabur India Ltd.3.19
Jubilant FoodWorks Ltd.3.14

Top Sectoral Holdings

Sector Name% Assets
FMCG32.13
Automobile15.87
Services11.95
Cons Durable11.4
Financial8.37
Communication5.03
Chemicals4.99
Textiles3.29
Construction3.05
Engineering1.4

Indicators

LabelValue
Portfolio turnover ratio42
Standard Deviation13.99%
Beta0.88%
Sharpe Ratio0.39

Vishal Chopda

Mr. Chopda is BE, PGDM & CFA
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.