Compare UTI India Consumer Fund vs Tata India Consumer Fund
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.36
1.95
NAV
₹58.98
₹51.15
Fund Started
02 Jul 2007
04 Dec 2015
Fund Size
₹663.73 Cr
₹2582.94 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.25% if redeemed within 30 days.
1 Year
-3.70%
1.80%
3 Year
9.65%
13.89%
5 Year
9.57%
13.46%
Equity
98.39%
97.26%
Cash
1.60%
2.74%
Top 10 Holdings
Mahindra & Mahindra Ltd. | 9.11% |
Eternal Ltd. | 8.66% |
Titan Company Ltd. | 6.77% |
Bharti Airtel Ltd. | 6.51% |
Maruti Suzuki India Ltd. | 6.07% |
Eicher Motors Ltd. | 4.50% |
Trent Ltd. | 4.33% |
ITC Ltd. | 3.17% |
TVS Motor Company Ltd. | 2.90% |
Polycab India Ltd. | 2.76% |
Eternal Ltd. | 8.03% |
Titan Company Ltd. | 7.53% |
Nestle India Ltd. | 6.29% |
Varun Beverages Ltd. | 5.35% |
Radico Khaitan Ltd. | 5.09% |
Tata Consumer Products Ltd. | 4.81% |
BSE Ltd. | 4.05% |
United Spirits Ltd. | 3.32% |
Bikaji Foods International Ltd. | 3.28% |
ITC Ltd. | 3.23% |
Name
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Start Date
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Description
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.
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Launch Date
02 Jul 2007
04 Dec 2015
