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

High
11 yrs 1 monthsStarted on:30 Jul 2007
₹ 290.62 Cras on: 13 Aug 2018
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

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Tenure

TenureReturns (CAGR)
YTD5.57
1 Month4.99
3 Month5.29
1 YR21.45
2 YR15.42
3 YR10.89

SIP Returns

TenureReturns (CAGR)
1 YR18.36
2 YR17.88
3 YR16.94
5 YR14.04
10 YR14.12

Portfolio

Company Name% Assets
ITC Ltd.9.22
Maruti Suzuki India Ltd.7.7
Mahindra & Mahindra Ltd.6.44
Nestle India Ltd.4.53
Bharti Airtel Ltd.4.3
Eicher Motors Ltd.3.54
United Breweries Ltd.3.23
Apollo Tyres Ltd.3.22
Crompton Greaves Consumer Electricals Ltd.3.18
Hindustan Unilever Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
FMCG33.17
Automobile23.51
Services16.06
Cons Durable6.52
Financial5.76
Communication4.3
Engineering3.23
Construction2.69
Healthcare2.31
Textiles1.33

Indicators

LabelValue
Portfolio turnover ratio106
Standard Deviation13.12%
Beta0.86%
Sharpe Ratio0.29

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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