Reliabull Wealth Managers Pvt. Ltd.

UTI India Consumer Fund-Reg(G)

As on Mar-31-2023 change fund

36.58

0.34 (0.92%)

fund objective

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 29-Mar-2023)	25.44	21.84	31.80	37.32	36.25
Net Assets(Rs Crores) (as on 29-Mar-2023)	262.96	215.79	293.28	379.29	436.37
Scheme Returns(%)(Absolute)	-0.12	-14.33	49.87	16.86	-3.80
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	43/73	19/75	62/75	39/75	58/76

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2022-2023	-6.36	17.32	-5.61	-6.32
2021-2022	9.24	11.97	1.84	-5.80
2020-2021	14.39	4.02	20.61	1.49
2019-2020	-1.86	4.89	3.86	-19.72
2018-2019	3.55	-3.06	1.83	-1.06

Top 10 holdings

company	(%)
Maruti Suzuki India Ltd.	8.30
Bharti Airtel Ltd.	7.06
ITC Ltd.	5.31
Asian Paints Ltd.	5.19
Titan Company Ltd.	4.89
Godrej Consumer Products Ltd.	4.70
Nestle India Ltd.	4.54
Hindustan Unilever Ltd.	3.95
Eicher Motors Ltd.	3.74
Avenue Supermarts Ltd.	3.72

Top 10 sectors

sectors	(%)
Household & Personal Products	12.10
Retailing	10.83
Consumer Food	8.74
Automobiles - Passenger Cars	8.30
Telecommunication - Service Provider	7.06
Cigarettes/Tobacco	5.31
Paints	5.19
Bank - Private	4.92
Diamond & Jewellery	4.89
Automobile Two & Three Wheelers	3.74

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go

1M
3M
6M
1Y
3Y
5Y
10Y
maximum

performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
UTI India Consumer Fund-Reg(G)	Large-Growth	30-Jul-2007	436.37	-1.96	18.77	7.76	10.61	8.62
SBI Consumption Opp Fund-Reg(G)	Large-Growth	01-Jan-2013	1,185.92	6.90	33.27	11.61	14.89	14.37
Nippon India Consumption Fund(G)	Large-Growth	30-Sep-2004	312.78	7.96	31.82	13.40	12.85	14.48
Mirae Asset Great Consumer Fund-Reg(G)	Large-Growth	29-Mar-2011	1,989.06	6.48	26.72	12.39	16.48	15.57
Canara Rob Consumer Trends Fund-Reg(G)	Large-Growth	14-Sep-2009	935.37	5.32	25.82	13.81	16.28	15.16
Aditya Birla SL India GenNext Fund(G)	Large-Growth	05-Aug-2005	3,217.57	2.45	25.60	12.11	16.50	15.91
Sundaram Consumption Fund(G)	Large-Growth	12-May-2006	1,106.68	5.95	22.92	7.55	14.54	11.09
ICICI Pru Bharat Consumption Fund(G)	Large-Growth	12-Apr-2019	1,866.67	8.58	22.84	NA	NA	11.80
Baroda BNP Paribas India Consumption Fund-Reg(G)	Large-Growth	10-Sep-2018	880.96	2.82	22.18	NA	NA	15.83
Mahindra Manulife Consumption Fund-Reg(G)	Large-Growth	13-Nov-2018	54.31	3.67	21.96	NA	NA	8.25
Tata India Consumer Fund-Reg(G)	Large-Growth	28-Dec-2015	1,346.60	2.45	21.56	9.09	NA	14.20

Attention InvestorsKYC

Mobile No : +91 99674 32226
Tel : 22702326
Email id : assist@reliabullwealth.com

OUR OFFICE

ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

Informations :

Useful Links :

For all the Latest Market News, Investment Ideas.

GET OTP

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by ●●● Accord Fintech Pvt. Ltd.

ReliaBull

Mutual Fund Research