UTI India Consumer Fund Direct Growth

Scheme code: INF789F01VF3 NAV value: ₹ 58.1597 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.82	54.12	27.87	29.45
3 year	9.10	23.77	16.34	21.23
5 year	2.03	23.44	12.40	15.79
7 year	6.02	16.52	11.48	14.27
10 year	9.57	14.17	12.31	16.08
12 year	11.93	13.50	12.70	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.87
3 year	6.28	33.32	15.57	16.34
5 year	0.74	26.02	12.91	12.4
7 year	3.33	15.62	11.64	11.48
10 year	3.49	17.22	10.65	12.31
12 year	3.07	16.17	10.8	12.7
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.87
3 year	6.56	32.12	15.66	16.34
5 year	1	26.2	12.75	12.4
7 year	3.8	15.42	11.84	11.48
10 year	3.8	18	11.09	12.31
12 year	3.63	16.86	11.19	12.7
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.87
3 year	7.68	33.37	17	16.34
5 year	0.71	27.63	13.15	12.4
7 year	3.76	16.01	12.04	11.48
10 year	3.56	16.94	10.94	12.31
12 year	3.31	16.54	10.99	12.7
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	27.87
3 year	8.04	34.46	17.98	16.34
5 year	0.69	28.64	13.53	12.4
7 year	3.97	16.42	12.35	11.48
10 year	3.53	17.72	11.24	12.31
12 year	3.1	16.97	11.25	12.7
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 27.87% - Median return: 29.98% - Average standard deviation: 5.11

Rolling return for 3 year

- Average return: 16.34% - Median return: 16.48% - Average standard deviation: 1.69

Rolling return for 5 year

- Average return: 12.4% - Median return: 12.05% - Average standard deviation: 0.92

Rolling return for 7 year

- Average return: 11.48% - Median return: 11.43% - Average standard deviation: 0.65

Rolling return for 10 year

- Average return: 12.31% - Median return: 12.51% - Average standard deviation: 0.45

Rolling return for 12 year

- Average return: 12.7% - Median return: 12.5% - Average standard deviation: 0.44

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,17,099	1,17,099	9.76
3 year	36,00,000	45,51,732	9,51,732	8.13
5 year	60,00,000	84,95,827	24,95,827	7.21
7 year	84,00,000	1,30,09,019	46,09,019	6.45
10 year	1,20,00,000	2,35,92,976	1,15,92,976	6.99
12 year	1,44,00,000	3,21,78,460	1,77,78,460	6.93

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.76
3 year	7.35	8.13
5 year	7.28	7.21
7 year	6.36	6.45
10 year	5.93	6.99
12 year	6.09	6.93

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.76
3 year	7.51	8.13
5 year	7.25	7.21
7 year	6.38	6.45
10 year	6.15	6.99
12 year	6.3	6.93

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.76
3 year	8.25	8.13
5 year	7.64	7.21
7 year	6.58	6.45
10 year	6.21	6.99
12 year	6.36	6.93

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.76
3 year	8.74	8.13
5 year	7.97	7.21
7 year	6.78	6.45
10 year	6.43	6.99
12 year	6.57	6.93

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,17,099 - Absolute Returns: ₹1,17,099 - CAGR: 9.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,51,732 - Absolute Returns: ₹9,51,732 - CAGR: 8.13%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,95,827 - Absolute Returns: ₹24,95,827 - CAGR: 7.21%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,30,09,019 - Absolute Returns: ₹46,09,019 - CAGR: 6.45%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,35,92,976 - Absolute Returns: ₹1,15,92,976 - CAGR: 6.99%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,21,78,460 - Absolute Returns: ₹1,77,78,460 - CAGR: 6.93%