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OmniAsset › Mutual funds › UTI - India Consumer Fund

UTI - India Consumer Fund

Sectoral / Thematic fund benchmarked to Nifty India Consumption TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202658.0416
CategorySectoral / Thematic
PlanRegular · Growth
Launched2 Jul 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year2.42%
AUM₹588 Cr
Growth of ₹10,000₹15,1302 Sep 2021 to 2 Sep 2026
₹17,016₹14,971₹12,927₹10,883₹8,839Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,130 (+8.6% a year) UTI - India Consumer Fund

Performance (trailing, annualised)

1Y annualised-2.09%
3Y annualised10.57%
5Y annualised8.64%
10Y annualised10.55%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,3743.67%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,87,9994.92%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,45,7088.63%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202126.40%
Calendar 2022-2.32%
Calendar 202323.05%
Calendar 202420.25%
Calendar 20253.83%

Rolling returns

Rolling 1Y · average929 windows since 4 Sep 200812.35%
Rolling 1Y · median10.63%
Rolling 1Y · worst window-49.93%
Rolling 1Y · best window93.01%
Rolling 1Y · windows positive77%
Rolling 3Y · average826 windows since 2 Sep 201012.28%
Rolling 3Y · median12.20%
Rolling 3Y · worst window-2.69%
Rolling 3Y · best window30.52%
Rolling 3Y · windows positive99%
Rolling 5Y · average723 windows since 30 Aug 201212.01%
Rolling 5Y · median12.10%
Rolling 5Y · worst window0.29%
Rolling 5Y · best window23.59%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.60%
Downside deviation (3Y)9.52%
Maximum drawdown-23.96%

Management

Fund managerMr. Vicky Punjabi
Managing since16 Jun 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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