UTI-India Lifestyle Fund (Equity, Others)

High
10 yrs 9 monthsStarted on:30 Jul 2007
₹ 272.53 Cras on: 20 Apr 2018
Long Term Horizon
2.57%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme provides long term capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.58
1 Month6.47
3 Month1.61
1 YR18.01
2 YR18.08
3 YR9.22

SIP Returns

TenureReturns (CAGR)
1 YR16.43
2 YR17.71
3 YR15.27
5 YR13.77
10 YR13.84

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.6.57
ITC Ltd.5.65
Nestle India Ltd.5.57
Hero Motocorp Ltd.5.03
Mahindra & Mahindra Ltd.4.95
Bharti Airtel Ltd.4.46
Hindustan Unilever Ltd.4.09
Apollo Tyres Ltd.3.53
Eicher Motors Ltd.3.16
Crompton Greaves Consumer Electricals Ltd.3.12

Top Sectoral Holdings

Sector Name% Assets
FMCG33.6
Automobile23.24
Services16
Cons Durable7.08
Financial5.75
Communication4.46
Healthcare4.17
Construction1.71
Engineering1.64
Textiles1.37

Indicators

LabelValue
Portfolio turnover ratio113
Standard Deviation12.61%
Beta0.86%
Sharpe Ratio0.28

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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