Fund Overview of UTI India Consumer Fund Direct-growth
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₹663.7 CrAUM
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₹61.21NAV
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1.53%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI India Consumer Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.01% | NA | 5.85% |
| 6 Months | -4.31% | NA | 13.74% |
| 1 Year | 0.91% | 0.91% | -0.98% |
| 2 Years | 1.26% | 0.63% | 19.37% |
| 3 Years | 37.18% | 11.11% | 18.47% |
| 5 Years | 70.21% | 11.22% | 22.00% |
| 7 Years | 138.09% | 13.19% | NA |
| 10 Years | 206.06% | 11.84% | 15.64% |
Compare UTI India Consumer Fund Direct-growth with other mutual funds in the same category
UTI India Consumer Fund Direct-growth
Tata India Consumer Fund Direct-growth
Tata India Consumer Fund Direct-idcw
Asset Allocation
equities
98.39%debt instruments
0.02%other assets or cash equivalents
1.60%UTI India Consumer Fund Direct-growth is one Equity mutual fund offered by UTI Mutual Fund. the fund aims Long term capital growth. Investment in equity instruments of companies that are expected to benefit from the changing consumer aspirations, changing lifestyle and growth of consumption. It manages assets worth ₹663.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.53%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI India Consumer Fund Direct-growth
The portfolio allocation consists of 98.39% in equities, 0.02% in debt instruments, 1.60% in other assets or cash equivalents.Managed by Vishal Chopda, it has delivered a return of 0.91% in the last year, a total return since inception of 11.46%.
Selecting the right best sip plan plays a vital part in systematic investing.
Key Metrics of UTI India Consumer Fund Direct-growth
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Standard Deviation16.49%
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Sharpe Ratio0.37%
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Alpha-1.75%
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Beta0.98%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Tata India Consumer Fund Direct-idcw |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Nippon India Consumption Fund Direct-growth |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Nippon India Consumption Fund Direct-idcw |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| SBI Consumption Opportunities Fund Direct-growth |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
| SBI Consumption Opportunities Fund Direct-idcw |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI India Consumer Fund Regular Plan-growth
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₹664 | 2.68% | 7.78% | -4.71% | 0.05% | 10.12% |
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UTI India Consumer Fund Regular Plan-idcw
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₹664 | 2.68% | 7.78% | -4.71% | 0.05% | 10.12% |
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UTI India Consumer Fund Direct-idcw
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₹664 | 2.75% | 8.01% | -4.31% | 0.91% | 11.11% |
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹5,843 | ₹201.69 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹5,843 | ₹232.85 | 10.48% | 12.21% | 14.94% |
| Aditya Birla Sun Life Consumption Fund Regular-idcw |
₹5,843 | ₹34.99 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-idcw |
₹5,843 | ₹44.80 | 10.48% | 12.21% | 14.94% |
| Mirae Asset Great Consumer Fund Regular-growth |
₹4,389 | ₹89.80 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | ₹108.42 | 12.33% | 14.83% | 16.91% |
| Mirae Asset Great Consumer Fund Regular-idcw |
₹4,389 | ₹25.16 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | ₹65.09 | 12.33% | 14.83% | 16.91% |
| ICICI Prudential Bharat Consumption Fund-growth |
₹3,052 | ₹24.28 | 11.87% | 13.69% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | ₹26.30 | 12.89% | 14.76% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.11% | ₹60.46 Cr |
| Zomato Ltd | Technology | 8.66% | ₹57.47 Cr |
| Titan Company Ltd | Consumer Discretionary | 6.77% | ₹44.92 Cr |
| Bharti Airtel Ltd | Technology | 6.51% | ₹43.22 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.07% | ₹40.26 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 4.50% | ₹29.85 Cr |
| Trent Ltd | Consumer Discretionary | 4.33% | ₹28.75 Cr |
| Itc Ltd | Consumer Staples | 3.17% | ₹21.04 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.90% | ₹19.23 Cr |
| Polycab India Ltd | Industrials | 2.76% | ₹18.29 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.75% | ₹18.27 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 2.75% | ₹18.25 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 2.50% | ₹16.58 Cr |
| Nestle India Ltd | Consumer Staples | 2.29% | ₹15.20 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.24% | ₹14.89 Cr |
| Phoenix Mills Ltd | Real Estate | 2.02% | ₹13.38 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.71% | ₹11.35 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.64% | ₹10.90 Cr |
| Hdfc Bank Ltd | Financial | 1.62% | ₹10.76 Cr |
| Global Health Ltd | Healthcare | 1.61% | ₹10.70 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹52.70 | 15.37% | 15.49% | - |
| Tata India Consumer Fund Direct-idcw |
₹51.07 | 15.37% | 15.49% | - |
| Nippon India Consumption Fund Direct-growth |
₹210.92 | 11.71% | 14.90% | - |
| Nippon India Consumption Fund Direct-idcw |
₹51.66 | 11.71% | 14.90% | - |
| Mirae Asset Great Consumer Fund Direct-growth |
₹108.42 | 12.33% | 14.83% | - |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹65.09 | 12.33% | 14.83% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹26.30 | 12.89% | 14.76% | - |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹16.88 | 12.89% | 14.76% | - |
| SBI Consumption Opportunities Fund Direct-growth |
₹327.43 | 8.79% | 14.32% | - |
| SBI Consumption Opportunities Fund Direct-idcw |
₹230.51 | 8.79% | 14.32% | - |
Frequently Asked Questions
UTI India Consumer Fund Direct-growth
What is the current AUM of UTI India Consumer Fund Direct-growth?
As of Sun May 31, 2026, UTI India Consumer Fund Direct-growth manages assets worth ₹663.7 crore
How has UTI India Consumer Fund Direct-growth performed recently?
- 3 Months: 8.01%
- 6 Months: -4.31%
What is the long-term performance of UTI India Consumer Fund Direct-growth?
- 3 Years CAGR: 11.11%
- 5 Years CAGR: 11.22%
- Since Inception: 11.46%
What is the portfolio composition of UTI India Consumer Fund Direct-growth?
Equity: 98.39%, Debt: 0.02%, Others: 1.60%.
Who manages UTI India Consumer Fund Direct-growth?
UTI India Consumer Fund Direct-growth is managed by Vishal Chopda from UTI Mutual Fund.
What is the market-cap allocation of UTI India Consumer Fund Direct-growth?
Large Cap: 75.07%, Mid Cap: 17.15%, Small Cap: 7.78%.
Which are the top companies UTI India Consumer Fund Direct-growth has invested in?
- Mahindra & Mahindra Ltd – 9.11% of the fund's portfolio
- Zomato Ltd – 8.66% of the fund's portfolio
- Titan Company Ltd – 6.77% of the fund's portfolio
- Bharti Airtel Ltd – 6.51% of the fund's portfolio
- Maruti Suzuki India Ltd – 6.07% of the fund's portfolio
Which are the major sectors UTI India Consumer Fund Direct-growth focuses on?
- Consumer Discretionary – 37.56% of the fund's portfolio
- Technology – 15.17% of the fund's portfolio
- Consumer Staples – 15.17% of the fund's portfolio
- Industrials – 2.76% of the fund's portfolio
- Real Estate – 2.02% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.





