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UTI India Consumer Fund - Regular Plan - IDCW

  • Equity
  • Consumption Theme
  • Very High
  • Current NAV

    ₹44.06 -0.0276%

    16-04-2024
  • Annual Returns

    35.11%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 98.99%
  • Debt 0.35%
  • Others 0.64%

Market Cap

Allocation
Large Cap 63.32
Mid Cap 21.6
Small Cap 8.92
Others 5.15

Sector Allocation

Consumer Staples

Automobile

Services

Consumer Discretionary

Communication

Materials

Financial

Textiles

Capital Goods

Construction

Healthcare

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 7.39% 32.31 44.17%
Bharti Airtel Ltd. Large Cap Communication (72.03) 6.51% 83.22 58.18%
Trent Ltd. Large Cap Services (132.98) 5.47% 170.69 195.17%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (58.71) 5.3% 67.75 22.74%
Nestle India Ltd. Consumer Staples (74.98) 5.15% 0 30.8%
Avenue Supermarts Ltd. Large Cap Services (26.29) 5.07% 8.72 63.23%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 4.2% 93.83 41.15%
Tata Motors Ltd. Large Cap Automobile (95.46) 3.92% 40.82 136.49%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 3.43% 0 0%
ITC Ltd. Large Cap Consumer Staples (28.17) 3.35% 25.93 7.71%
Hero Motocorp Ltd. Mid Cap Automobile (43.77) 3.06% 23.89 76.47%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.26) 2.88% 22.63 68.46%
Asian Paints Ltd. Large Cap Materials 2.76% 0%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 2.66% 0 0%
The Phoenix Mills Ltd. Mid Cap Construction (118.27) 2.58% 53.75 137.42%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 2.44% 132.81 16.13%
Tata Consumer Products Ltd. Large Cap Consumer Staples (104.52) 2.28% 89.93 57.74%
Info Edge (India) Ltd. Mid Cap Services (110.36) 2.14% 306.79 50.24%
Astral Ltd. Mid Cap Materials (81.56) 2.08% 93.49 36.93%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.16) 2% 90.19 35%
Havells India Ltd. Large Cap Capital Goods (56.94) 1.88% 78.57 24.72%
Jubilant FoodWorks Ltd. Mid Cap Services (67.65) 1.8% 133.01 2.04%
Eicher Motors Ltd. Large Cap Automobile (43.77) 1.8% 31.12 35.85%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (125.25) 1.74% 89.06 6.1%
Voltas Ltd. Mid Cap Consumer Discretionary (57.07) 1.69% 153.49 57.51%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (79.58) 1.66% 43.02 -2.03%
Page Industries Ltd. Mid Cap Textiles (47.53) 1.63% 0 -5.18%
IFB Industries Ltd. Small Cap Consumer Discretionary (48.84) 1.4% 201.23 70.42%
Bajaj Finance Ltd. Large Cap Financial (32.41) 1.25% 31.41 18.53%
HDFC Bank Ltd. Large Cap Financial (24.57) 1.23% 19.42 -10.86%
Indusind Bank Ltd. Large Cap Financial (24.57) 1.22% 13.38 34.44%
Kewal Kiran Clothing Ltd. Small Cap Textiles (132.98) 1.18% 29.96 71.74%
PB Fintech Ltd. Mid Cap Services (76.58) 1.13% 615.37 84.19%
Sapphire Foods India Ltd. Small Cap Services (67.65) 1.11% 51.38 25.84%
FSN E-Commerce Ventures Ltd. Mid Cap Services (877.76) 1.05% 1752 38.94%
Metropolis Healthcare Ltd. Small Cap Healthcare (64.18) 1% -1.11 36.82%
Barbeque-Nation Hospitality Ltd. Small Cap Services (67.65) 0.83% -89.32 -14.54%
Polycab India Ltd. Large Cap Capital Goods (59.82) 0.72% 47.69 71.13%

Market Cap

Allocation
Others 0.35

Sector Allocation

Financial

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 364-D 06/02/2025 Financial 0.25% 0%
Reserve Bank of India% 364-D 07/03/2024 Financial 0.09% 0%
Clearing Corporation of India Others 0.01% 0%

Market Cap

Allocation
Others 0.64

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.64% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for UTI India Consumer Fund?

The top holdings of this fund are Maruti Suzuki India Ltd., Bharti Airtel Ltd., Trent Ltd., Godrej Consumer Products Ltd., Nestle India Ltd.

Top 5 Sector for UTI India Consumer Fund?

The major sectors of this fund are Consumer Staples, Automobile, Services, Consumer Discretionary, Communication.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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