UTI India Consumer Fund - Regular Plan - IDCW

UTI India Consumer Fund - Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on July 30, 2007, and falls under the Consumption fund category. It currently manages an AUM of Rs 719.12 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.44% for managing the portfolio.

• Investing Strategy:

  To provide 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.

• Performance:

  UTI India Consumer Fund - Regular Plan - IDCW trailing returns over different times are 3.29% (1 year), 14.44% (3 year) and 16.17% (5 year). The average annual return of this fund stands at 5.07%.