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

High
12 yrs 8 monthsStarted on:30 Jul 2007
₹ 275.42 Cras on: 25 Feb 2020
Long Term Horizon
2.59%
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)
YTD1.97
3 Month1.94
1 YR14.88
2 YR5.17
3 YR8.38

SIP Returns

TenureReturns (CAGR)
1 YR16.49
2 YR7.57
3 YR6.65
5 YR8.03
10 YR9.98

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.03
Bharti Airtel Ltd.7.84
ITC Ltd.5.85
Asian Paints Ltd.5.02
Crompton Greaves Consumer Electricals Ltd.4.54
Nestle India Ltd.4.18
Glaxosmithkline Consumer Healthcare Ltd.3.98
Dabur India Ltd.3.47
HDFC Bank Ltd.3.29
Jubilant FoodWorks Ltd.3.09

Top Sectoral Holdings

Sector Name% Assets
FMCG30.89
Automobile15.3
Services10.56
Cons Durable9.56
Financial8.53
Communication7.84
Chemicals5.02
Textiles3.85
Construction3.32
Engineering1.42

Indicators

LabelValue
Portfolio turnover ratio34
Standard Deviation13.85%
Beta0.91%
Sharpe Ratio0.37

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.