35
ConsumptionAvoid
UTI India Consumer
UTI · Direct–Growth · rank #16 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-8.6%
-3.9% vs index
3 Years
8.4%
-1.0% vs index
5 Years
6.8%
-1.1% vs index
Since launch
11.0%
Year-by-year performance
2021
+27.1%-3.6% vs index
2022
-1.7%-5.5% vs index
2023
+24.1%-2.5% vs index
2024
+21.4%+5.7% vs index
2025
+4.8%-2.9% vs index
2026
-7.5%-1.5% vs index
Why this score
UTI India Consumer scores 35/100 — #16 of 25 Consumption fund (Avoid). The main drag is its 5y return (better than only 5% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
5Y return6.84% · 5th percentile in category
Expense ratio1.70% · 6th percentile in category
Volatility17.39 · 18th percentile in category
3Y return8.39% · 58th percentile in category
Sharpe ratio0.27 · 57th percentile in category
Fund size678.01 Cr · 42nd percentile in category
Top holdings
1.Zomato Ltd9.4%
2.Mahindra & Mahindra Ltd9.22%
3.Titan Company Ltd7.43%
4.Bharti Airtel Ltd5.6%
5.Maruti Suzuki India Ltd5.23%
43 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.