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

High
12 yrs 6 monthsStarted on:30 Jul 2007
₹ 270.2 Cras on: 17 Jan 2020
Long Term Horizon
2.58%
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

Similar Funds
Aditya Birla SL India GenNext Fund
Current NAV 94.43
Return (CAGR) 16.80%
Value Research NA
Mirae Asset Great Consumer Fund
Current NAV 38.87
Return (CAGR) 16.66%
Value Research NA
SBI Consumption Opportunities Fund
Current NAV 120.76
Return (CAGR) 14.60%
Value Research NA
Nippon India consumption fund
Current NAV 71.46
Return (CAGR) 13.71%
Value Research NA
TATA India Consumer Fund
Current NAV 18.12
Return (CAGR) 15.78%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD3.31
1 Month5.07
3 Month5.48
1 YR11.19
2 YR3.71
3 YR11.48

SIP Returns

TenureReturns (CAGR)
1 YR22.28
2 YR9.42
3 YR8.2
5 YR8.81
10 YR10.44

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.59
Bharti Airtel Ltd.6.75
ITC Ltd.5.85
Asian Paints Ltd.5.02
Nestle India Ltd.4.1
Crompton Greaves Consumer Electricals Ltd.3.91
Glaxosmithkline Consumer Healthcare Ltd.3.81
HDFC Bank Ltd.3.48
Dabur India Ltd.3.27
Jubilant FoodWorks Ltd.3.12

Top Sectoral Holdings

Sector Name% Assets
FMCG31.4
Automobile16
Services11.5
Cons Durable9.62
Financial8.79
Communication6.75
Chemicals5.02
Textiles3.53
Construction3.36
Engineering1.38

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation13.97%
Beta0.89%
Sharpe Ratio0.41

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.