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UTI India Lifestyle Fund (G)

PLAN: Regular OPTIONS: Growth
26.143 0.17 (0.67%)

NAV as on 22 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close UTI India Lifestyle Fund a close ended equity scheme has been converted into open ended equity oriented scheme with effect from July 16, 2010.
View Historic Graph From     To     

Returns (NAV as on 22 May, 2018)

Period Returns (%) Rank #
1 mth -1.4 73
3 mth 5.4 2
6 mth 3.8 10
1 year 14.1 22
2 year 18.5 44
3 year 8.7 68
5 year 12.8 98

# Moneycontrol Rank within 119 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.0 2.2 1.3 10.8 32.6
2016 -4.2 8.1 4.3 -6.4 2.9
2015 3.7 -2.7 -4.8 -0.2 -2.0
2014 4.1 15.1 5.5 4.9 32.7
2013 -5.5 3.4 -3.7 9.4 5.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.4 5.4 3.8 14.1 18.5 8.7 12.8
Category avg -2.0 0.2 -0.6 9.7 16.8 8.9 14.3
Difference of Fund returns and Category returns 0.6 5.2 4.4 4.4 1.7 -0.2 -1.5
Best of category 0.6 5.6 4.5 24.2 27.9 15.5 31.1
Worst of category -5.1 -8.1 -22.0 -7.5 10.3 4.0 7.6
Benchmark returns # -1.4 3.9 2.3 17.1 19.0 12.8 15.0
Difference of Fund returns and Benchmark returns 0.0 1.5 1.5 -3.0 -0.5 -4.1 -2.2
# Benchmark Index: NIFTY CONSUMPTION

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 07, 0007
Benchmark NIFTY CONSUMPTION
Asset Size (Rs cr) 277.64 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Lalit Nambiar / Vishal Chopda
View performance of schemes managed by the Fund Manager
Notes UTI India Lifestyle Fund a close ended equity scheme has been converted into open ended equity oriented scheme with effect from July 16, 2010.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from the date of allotment.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 0.7 -1.1 9.9 10.6 17.2
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 0.9 -0.2 13.6 11.6 17.2
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,745.88 0.9 -0.2 13.5 11.6 17.1
SBI Blue Chip Fund (G) Rank 3
13,264.78 1.5 -0.5 10.0 10.2 17.1
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 1.8 0.0 11.3 11.4 18.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 18.58 6.41
Maruti Suzuki Automotive 17.81 6.15
Nestle Food & Beverage 16.44 5.67
M&M Automotive 15.94 5.50
Hero Motocorp Automotive 14.43 4.98
Bharti Airtel Telecom 12.90 4.45
HUL Cons NonDurable 12.07 4.17
Apollo Tyres Automotive 10.21 3.52
Eicher Motors Automotive 9.48 3.27
United Brewerie Food & Beverage 8.54 2.95

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Automotive 25.14 16.81 16.81
Food & Beverage 17.54 16.30 16.30
Cons NonDurable 11.64 7.87 7.87
Miscellaneous 6.57 5.38 5.38
Tobacco 6.41 2.92 2.92
Retail & Real Estate 6.27 9.31 9.31

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 98.98
Others 0.10
Debt 0.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.87

View All

Concentration

Holdings (%)
Top 5 28.71
Top 10 47.07
Sector (%)
Top 3 54.32

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