Equity Sector Funds Very High Risk
The objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
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Estimation is based on the past performance
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 10.36% | -0.72% | -8.89% | -3.14% | -0.33% | 2.67% | 12.91% | 9.85% | 11.89% | 11.45% | 9.5% |
| Category returns | 10.88% | 0.12% | -8.76% | -5.14% | -1.51% | 2.43% | 12.46% | 11.45% | 13.48% | 13.76% | N/A |
| Absolute returns | -2.63% | -3.4% | -9.55% | -7.26% | -3.26% | 2.06% | 34.37% | 51.54% | 64.86% | 195.67% | 441.41% |
| Rank within category | 15 | 15 | 11 | 5 | 9 | 8 | 8 | 11 | 11 | 8 | N/A |
| Total Schemes in Category | 25 | 24 | 22 | 20 | 20 | 15 | 12 | 12 | 12 | 9 | N/A |
| Sector Funds | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 3.23% | 32.64% | -2.45% | 5.78% | 15.21% | 26.4% | -2.32% | 23.05% | 20.25% | 3.83% | -8.92% |
| Q1 returns | -3.89% | 13.11% | -4.57% | -1.06% | -19.72% | 1.49% | -5.8% | -5.45% | 4.99% | -8.17% | -16.25% |
| Q2 returns | 7.68% | 2.99% | 3.55% | -1.86% | 14.39% | 9.24% | -6.36% | 15.72% | 13.03% | 9.92% | 8.75% |
| Q3 Returns | 4.97% | 2.35% | -3.06% | 4.89% | 4.02% | 11.97% | 17.32% | 2.37% | 14.08% | 1.35% | N/A |
| Q4 Returns | -4.97% | 11.25% | 1.83% | 3.86% | 20.61% | 1.84% | -5.61% | 9.87% | -11.17% | 1.5% | N/A |
Expense ratio: 2.48%
Inclusive of GST
Exit load
1% on or before 30D, Nil after 30D
| Alpha | -0.229834 |
| Beta | 0.9882 |
| Sharpe Ratio | 0.126143 |
| Sortino Ratio | 0.209271 |
| R-Squared | 0.9479 |
| Tracking Error | 0.9353 |
| Downside Risk | 22.7299 |
| Std. Deviation (Annualised) | 14.5393 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tata India Consumer Fund - Regular Plan - Growth | 14.29% | 2.21% | -5.8% | -1.47% | 4.07% | 17.14% | 15.35% | 16.24% | 15.36% | 2,261.07 | 2.04 | 0.21 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | 10.77% | -0.08% | -8.72% | -4.54% | -0.17% | 14% | 14.95% | 0% | 13.19% | 2,768.82 | 2.04 | 0.18 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | 10.66% | 0.52% | -9.42% | -5.28% | -0.06% | 13.8% | 14.55% | 15.52% | 15.49% | 4,018.27 | 1.85 | 0.16 | Very High |
| Nippon India Consumption Fund - Growth | 11.35% | -0.09% | -9.81% | -7.04% | -4.71% | 13.47% | 15.63% | 13.1% | 14.45% | 2,185.89 | 2.03 | 0.15 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | 11.17% | -1.23% | -9.06% | -6.65% | -1.9% | 13.43% | 13.27% | 15.56% | 15.04% | 1,704.80 | 2.10 | 0.16 | Very High |
| Sundaram Consumption Fund - Growth | 10.84% | -1.09% | -11.64% | -7.48% | -4.69% | 13.29% | 13.11% | 12.43% | 11.61% | 1,293.62 | 2.20 | 0.16 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | 9.01% | -1.39% | -8.95% | -5.01% | -3.31% | 13.23% | 12.93% | 0% | 15.22% | 1,301.42 | 2.09 | 0.16 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth Current | 10.36% | -0.72% | -8.89% | -3.14% | -0.33% | 12.91% | 11.89% | 11.45% | 9.5% | 609.19 | 2.47 | 0.15 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | 9.78% | -1.1% | -9.87% | -5.05% | -1.68% | 12.58% | 12.26% | 0% | 10.6% | 456.35 | 2.41 | 0.15 | Very High |
| Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth | 9.39% | -2.44% | -9.57% | -6.39% | -3.09% | 12.45% | 12.77% | 14.23% | 15.57% | 5,477.91 | 1.83 | 0.15 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 97.88% |
| Cash & Cash Equivalents and Net Assets | 2.08% | |
| Preference Shares | 0.02% | |
| Deposits (Placed as Margin) | 0.02% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Automobiles | 24.87% | |
| Retailing | 19.75% | |
| Telecom - Services | 7.22% | |
| Consumer Durables | 14.33% | |
| Diversified FMCG | 6.00% | |
| Industrial Products | 3.55% | |
| Agricultural Food & other Products | 2.63% | |
| Food Products | 3.40% | |
| Realty | 3.14% | |
| Others | 2.09% | |
| Leisure Services | 2.25% | |
| Banks | 1.65% | |
| Beverages | 2.85% | |
| Healthcare Services | 2.23% | |
| Finance | 1.42% | |
| Entertainment | 1.30% | |
| Financial Technology (Fintech) | 1.16% | |
| Textiles & Apparels | 0.14% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 9.13% |
| Eternal Ltd. | Retailing | Domestic Equities | 8.41% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 7.22% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 6.90% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 6.06% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 4.39% |
| Trent Ltd. | Retailing | Domestic Equities | 4.19% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 3.43% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 3.06% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 2.97% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 2.64% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 2.63% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 2.57% |
| Nestle India Ltd. | Food Products | Domestic Equities | 2.31% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 2.30% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 2.15% |
| NET CURRENT ASSETS | Cash & Cash Equivalents and Net Assets | 2.08% | |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 1.81% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.65% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.64% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 1.49% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 1.46% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 1.45% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.44% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.42% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 1.32% |
| Tips Music Ltd. | Entertainment | Domestic Equities | 1.30% |
| Metro Brands Ltd. | Consumer Durables | Domestic Equities | 1.29% |
| United Spirits Ltd. | Beverages | Domestic Equities | 1.21% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 1.21% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.16% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 1.14% |
| V-Mart Retail Ltd. | Retailing | Domestic Equities | 1.09% |
| Bikaji Foods International Ltd. | Food Products | Domestic Equities | 1.09% |
| Brigade Enterprises Ltd. | Realty | Domestic Equities | 1.00% |
| Astral Ltd. | Industrial Products | Domestic Equities | 0.91% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.90% |
| Aster DM Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.74% |
| United Foodbrands Ltd. | Leisure Services | Domestic Equities | 0.44% |
| Vedant Fashions Ltd. | Retailing | Domestic Equities | 0.15% |
| Kewal Kiran Clothing Ltd. | Textiles & Apparels | Domestic Equities | 0.14% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.07% |
| 6% Cum Non-Convert Redeemable Pref Sh TVS MOTORS -01/09/2026 | Automobiles | Preference Shares | 0.02% |
| CLEARING CORPORATION OF INDIA LTD. STD - MARGIN | Deposits (Placed as Margin) | 0.02% | |
| Total | 100.00% |
Mr. Chopda joined UTI AMC in January 2011 as Research Analyst and has covered FMCG, Retail, Consumer Durables, Telecom, Cement, and Building Materials in his research role. He took up Fund Managementresponsibilities in February 2018. Prior to joining UTI AMC, he worked with CARE Ratings and TCS. He holds PGDM from Management Development Institute (MDI) Gurgaon and CFA charter from CFA Institute, USA. He completed his Bachelor of Engineering from Mumbai University.
Mr. Punjabi has over 19 years of experience in equity research He began his career at Morgan Stanley Advantage Services, where he covered European Steel and Metals from May 2006 to August 2010. He then moved to JMFinancial, focusing on FMCG and Retail companies on the sell-side from August 2010 to February 2022. In February 2022, Mr. Punjabi joined UTI Mutual Fund as an Equity Research Analyst. Effective June 16, 2025, he has beenappointed as the Fund Manager.
RETURNS
It is an Open ended scheme that primarily invests in Sector Funds.
The objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The scheme benchmark is the Nifty India Consumption - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: -3.26%
3-year: 10.34%
5-year: 10.51%
Top holdings include names such as:
The NAV is around ₹54.14 (approx.) for the UTI India Consumer Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹674 Cr.
The expense ratio for the Regular Plan is 2.48.
1% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Vishal Chopda, Vicky Punjabi
This fund is suitable for investors with a Very High risk tolerance.
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