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

High
11 yrs 3 monthsStarted on:30 Jul 2007
₹ 266.59 Cras on: 17 Oct 2018
Long Term Horizon
2.66%
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)
2 YR7.65
3 YR6.64

SIP Returns

TenureReturns (CAGR)
2 YR0.47
3 YR5.47
5 YR7.1
10 YR10.99

Portfolio

Company Name% Assets
ITC Ltd.9.49
Maruti Suzuki India Ltd.8.13
Mahindra & Mahindra Ltd.7.27
Nestle India Ltd.4.55
Eicher Motors Ltd.4.08
Bharti Airtel Ltd.4.06
Crompton Greaves Consumer Electricals Ltd.3.36
HDFC Bank Ltd.3.24
Aditya Birla Fashion and Retail Ltd.3.17
Glaxosmithkline Consumer Healthcare Ltd.3.13

Top Sectoral Holdings

Sector Name% Assets
FMCG36.12
Automobile21.47
Services15.13
Cons Durable6.93
Financial5.44
Communication4.06
Engineering3.54
Construction2.72
Textiles1.68
Healthcare1.39

Indicators

LabelValue
Portfolio turnover ratio97
Standard Deviation14.51%
Beta0.9%
Sharpe Ratio0.26

Lalit Gopalan Nambiar,Vishal Chopda

Mr. Nambiar is a B. Com (H), MMS and CFA.Mr. Chopda is BE, PGDM & CFA
Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd. He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
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