UTI India Consumer Fund Direct Growth

Scheme code: INF789F01VF3 NAV value: ₹ 59.7720 NAV date: 7 May, 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	15.51	27.87
3 year	6.28	33.32	15.79	16.34
5 year	3.54	26.02	13.5	12.4
7 year	3.33	15.62	11.71	11.48
10 year	3.49	17.22	10.6	12.31
12 year	3.07	16.17	10.84	12.7
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	27.87
3 year	9.08	58.7	29.31	16.34
5 year	3.67	48	18.04	12.4
7 year	3.8	31.03	14.14	11.48
10 year	3.8	28.93	12.39	12.31
12 year	3.63	26.65	12.59	12.7
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	27.87
3 year	7.68	33.37	17.09	16.34
5 year	2.35	27.63	13.51	12.4
7 year	3.76	16.01	12.07	11.48
10 year	3.56	16.94	10.92	12.31
12 year	3.31	16.54	11.01	12.7
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	27.87
3 year	8.04	34.46	18.26	16.34
5 year	3.37	28.64	14.21	12.4
7 year	3.97	16.42	12.41	11.48
10 year	3.53	17.72	11.22	12.31
12 year	3.1	16.97	11.31	12.7
15 year	6.68	16.96	11.22

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	4.9	9.76
3 year	7.3	8.13
5 year	7.48	7.21
7 year	6.39	6.45
10 year	5.95	6.99
12 year	6.11	6.93

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.76
3 year	20.64	8.13
5 year	13	7.21
7 year	9.48	6.45
10 year	7.99	6.99
12 year	8.12	6.93

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.76
3 year	8.22	8.13
5 year	7.77	7.21
7 year	6.6	6.45
10 year	6.23	6.99
12 year	6.37	6.93

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	9.76
3 year	8.71	8.13
5 year	8.22	7.21
7 year	6.82	6.45
10 year	6.47	6.99
12 year	6.6	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%