UTI India Consumer Fund Direct Growth

Scheme code: INF789F01VF3 NAV value: ₹ 57.9860 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 20.43 54.12 34.89 39.94
3 year 11.21 20.75 16.72 21.06
5 year 14.10 23.44 17.73 22.34
7 year 12.10 16.52 13.65 16.74
10 year 11.15 14.17 12.91 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 34.89
3 year 7.63 16.87 13.32 16.72
5 year 12.6 19.62 15.37 17.73
7 year 10.81 15.2 13.42 13.65
10 year 9.81 13.99 12.12 12.91
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 34.89
3 year 7.94 17.89 14.14 16.72
5 year 13.28 20.23 15.93 17.73
7 year 10.62 15.28 13.42 13.65
10 year 10.08 14.47 12.61 12.91
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 34.89
3 year 9.26 19.51 15.7 16.72
5 year 14.45 21.69 17.28 17.73
7 year 11.07 15.88 13.98 13.65
10 year 10.64 15.2 13.25 12.91
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 34.89
3 year 9.84 20.48 16.73 16.72
5 year 15.2 22.82 18.38 17.73
7 year 11.31 16.28 14.37 13.65
10 year 11.16 15.89 13.85 12.91
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 34.89
10 year 4.92 20.34 12.6 12.91

Rolling return for 1 year

Average return: 34.89%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.37 21.54 25.37 21.54 1.92 23.46 01-2024 01-2025
25.39 25.29 30.45 20.43 3.54 25.39 12-2023 12-2024
32.64 28.96 38.83 23.22 5.67 30.91 11-2023 11-2024
38.45 46.88 53.57 32.42 8.05 42.83 10-2023 10-2024
44.11 50.13 54.12 40.38 5.3 47.18 09-2023 09-2024
37.78 44.6 46.96 35.57 4.69 41.23 08-2023 08-2024
36.29 39.93 42.73 33.61 3.47 38.14 07-2023 07-2024
29.5 35.74 41.46 24.26 6.47 32.74 06-2023 06-2024
35.11 33.54 41.28 27.71 4.83 34.41 05-2023 05-2024
37.07 37.94 42.96 32.26 3.8 37.56 04-2023 04-2024
34.47 35.39 40.22 29.84 3.68 34.98 03-2023 03-2024
28.99 30.59 34.33 25.4 3.21 29.83 02-2023 02-2024

Rolling return for 3 year

Average return: 16.72%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.5 12.73 15.5 12.73 1.38 14.12 01-2022 01-2025
15.27 14.78 16.8 13.28 1.26 15.03 12-2021 12-2024
13.18 12.91 14.91 11.21 1.31 13.05 11-2021 11-2024
15.28 17.16 19.33 13.18 2.27 16.24 10-2021 10-2024
18.06 19.12 20.74 16.48 1.55 18.6 09-2021 09-2024
17.76 18.27 20.32 15.76 1.62 18.03 08-2021 08-2024
18.42 19.25 20.25 17.42 1.04 18.84 07-2021 07-2024
17.25 18.79 20.75 15.34 1.99 18.03 06-2021 06-2024
18.62 18.23 20.4 16.48 1.39 18.43 05-2021 05-2024
18.32 18.36 19.99 16.71 1.16 18.34 04-2021 04-2024
16.74 16.6 18.38 14.98 1.2 16.68 03-2021 03-2024
15.48 15.07 17.05 13.52 1.26 15.28 02-2021 02-2024

Rolling return for 5 year

Average return: 17.73%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.43 16.17 17.43 16.17 0.63 16.8 01-2020 01-2025
17.25 17.48 18.18 16.56 0.58 17.37 12-2019 12-2024
16.62 17.12 17.69 16.06 0.6 16.87 11-2019 11-2024
18.62 19.36 21.1 16.91 1.5 19 10-2019 10-2024
21.79 20.49 23.44 18.89 1.67 21.15 09-2019 09-2024
20.41 21.28 21.97 19.73 0.85 20.85 08-2019 08-2024
19.9 19.44 21.01 18.34 0.96 19.67 07-2019 07-2024
16.97 18.22 19.05 16.15 1.12 17.6 06-2019 06-2024
17.26 17.1 18.31 16.06 0.8 17.18 05-2019 05-2024
15.57 15.94 16.55 14.97 0.57 15.76 04-2019 04-2024
15.36 15.18 16.33 14.22 0.75 15.27 03-2019 03-2024
15.41 15.03 16.35 14.1 0.81 15.22 02-2019 02-2024

Rolling return for 7 year

Average return: 13.65%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.91 12.33 12.91 12.33 0.29 12.62 01-2018 01-2025
13.16 12.95 13.8 12.32 0.53 13.06 12-2017 12-2024
13.03 13.27 13.77 12.54 0.44 13.15 11-2017 11-2024
14.3 15.13 16.01 13.44 0.95 14.72 10-2017 10-2024
15.4 15.63 16.52 14.53 0.71 15.52 09-2017 09-2024
14.75 14.96 15.81 13.91 0.68 14.86 08-2017 08-2024
14.22 14.45 14.98 13.69 0.46 14.34 07-2017 07-2024
13.07 14.19 14.51 12.76 0.73 13.63 06-2017 06-2024
13.15 13.33 13.87 12.61 0.45 13.24 05-2017 05-2024
12.9 13.19 13.58 12.52 0.39 13.05 04-2017 04-2024
12.66 12.78 13.34 12.1 0.44 12.72 03-2017 03-2024
12.84 12.92 13.49 12.27 0.43 12.88 02-2017 02-2024

Rolling return for 10 year

Average return: 12.91%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.24 11.15 12.24 11.15 0.54 11.7 01-2015 01-2025
12.35 11.98 12.8 11.54 0.46 12.17 12-2014 12-2024
11.81 11.88 12.32 11.38 0.33 11.85 11-2014 11-2024
12.99 13.43 14.17 12.26 0.69 13.21 10-2014 10-2024
13.35 13.67 14.11 12.91 0.44 13.51 09-2014 09-2024
13.14 13.27 13.87 12.54 0.47 13.2 08-2014 08-2024
13.22 13.17 13.74 12.65 0.39 13.2 07-2014 07-2024
12.54 13.03 13.54 12.04 0.56 12.79 06-2014 06-2024
13.54 12.87 14.05 12.37 0.64 13.21 05-2014 05-2024
13.2 13.43 13.68 12.95 0.27 13.32 04-2014 04-2024
13.39 13.18 13.87 12.7 0.42 13.28 03-2014 03-2024
13.53 13.55 13.99 13.09 0.32 13.54 02-2014 02-2024