UTI India Consumer Fund Direct Growth

Scheme code: INF789F01VF3 NAV value: ₹ 63.7303 NAV date: 26 August, 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-7.0054.1216.4817.27
3 year9.1023.7716.4520.39
5 year5.7723.4413.3214.07
7 year6.0216.5211.5112.25
10 year9.5714.1712.2414.22
12 year11.9314.1012.9916.07

Rolling return for 1 year

- Average return: 16.48% - Median return: 11.85% - Average standard deviation: 4.93

Rolling return for 3 year

- Average return: 16.45% - Median return: 16.55% - Average standard deviation: 1.71

Rolling return for 5 year

- Average return: 13.32% - Median return: 12.82% - Average standard deviation: 0.92

Rolling return for 7 year

- Average return: 11.51% - Median return: 11.5% - Average standard deviation: 0.64

Rolling return for 10 year

- Average return: 12.24% - Median return: 12.34% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 12.99% - Median return: 13.05% - Average standard deviation: 0.4

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 year12,00,00012,44,31144,3113.70
3 year36,00,00045,47,7749,47,7748.10
5 year60,00,00086,35,44526,35,4457.56
7 year84,00,0001,30,85,67046,85,6706.54
10 year1,20,00,0002,36,82,5611,16,82,5617.04
12 year1,44,00,0003,25,95,4221,81,95,4227.05

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,311 - Absolute Returns: ₹44,311 - CAGR: 3.7%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,47,774 - Absolute Returns: ₹9,47,774 - CAGR: 8.1%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,35,445 - Absolute Returns: ₹26,35,445 - CAGR: 7.56%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,30,85,670 - Absolute Returns: ₹46,85,670 - CAGR: 6.54%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,36,82,561 - Absolute Returns: ₹1,16,82,561 - CAGR: 7.04%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,25,95,422 - Absolute Returns: ₹1,81,95,422 - CAGR: 7.05%