37
ConsumptionAvoid
UTI India Consumer
UTI · Direct–Growth · rank #14 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-1.3%
-4.3% vs index
3 Years
11.6%
-0.0% vs index
5 Years
9.5%
-0.8% vs index
Since launch
11.6%
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
-1.8%+0.2% vs index
Why this score
UTI India Consumer scores 37/100 — #14 of 25 Consumption fund (Avoid). It stands out for 3y return — beating 71% of peers on 3y return. 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 return9.52% · 5th percentile in category
3Y return11.56% · 71st percentile in category
Expense ratio1.61% · 10th percentile in category
Volatility16.50 · 28th percentile in category
Alpha-2.25 · 28th percentile in category
Sharpe ratio0.39 · 38th percentile in category
Top holdings
1.Mahindra & Mahindra Ltd9.49%
2.Zomato Ltd9.27%
3.Titan Company Ltd7.69%
4.Maruti Suzuki India Ltd5.73%
5.Bharti Airtel Ltd5.52%
43 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.