UTI India Consumer Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 31st Dec 2016)

Crisil Rank
(Updated on 30th Jun 2016)

Crisil Rank
(Updated on 31st Mar 2016)

Crisil Rank
(Updated on 31st Dec 2015)

Crisil Rank
(Updated on 30th Sep 2015)

Crisil Rank

Returns (NAV as on 21st November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	14-Nov-25	10055.70	0.56%	-	-0.44%	27/238
1 Month	20-Oct-25	9881.10	-1.19%	-	-0.24%	167/238
3 Month	21-Aug-25	10118.20	1.18%	-	1.98%	152/237
6 Month	21-May-25	10705.30	7.05%	-	5.60%	61/225
YTD	01-Jan-25	10413.80	4.14%	-	3.90%	91/212
1 Year	21-Nov-24	10722.90	7.23%	7.23%	7.20%	91/198
2 Year	21-Nov-23	13307.70	33.08%	15.34%	17.58%	106/155
3 Year	21-Nov-22	15194.80	51.95%	14.95%	18.95%	95/128
5 Year	20-Nov-20	21019.40	110.19%	16.00%	20.35%	80/104
10 Year	20-Nov-15	31127.40	211.27%	12.01%	14.39%	63/75
Since Inception	30-Jul-07	59854.50	498.55%	10.26%	12.29%	151/218

Returns Calculator

SIP Returns (NAV as on 21st November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	21-Nov-24	12000	12760.98	6.34 %	11.91 %
2 Year	21-Nov-23	24000	26459.21	10.25 %	9.66 %
3 Year	21-Nov-22	36000	44495.66	23.6 %	14.22 %
5 Year	20-Nov-20	60000	84885.24	41.48 %	13.83 %
10 Year	20-Nov-15	120000	239382.36	99.49 %	13.23 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.31%	-1.19%	1.18%	7.05%	4.55%	7.23%	15.34%	14.95%	16.00%
Nifty 50	-0.47%	0.77%	3.92%	5.06%	10.25%	11.64%	15.01%	12.79%	15.16%
Benchmark: Nifty India Consumption TRI	0.01%	-1.00%	2.06%	9.50%	11.09%	13.96%	20.61%	18.72%	19.64%
Category Average	-0.84%	-0.24%	1.98%	5.60%	3.90%	7.20%	17.58%	18.95%	20.35%
Category Rank	15/216	167/238	152/237	61/225	91/212	91/198	106/155	95/128	80/104
Best in Category	0.45%	5.01%	13.08%	40.29%	34.48%	39.21%	30.86%	34.56%	35.21%
Worst in Category	-3.38%	-4.60%	-7.40%	-8.99%	-19.57%	-11.95%	3.11%	7.59%	2.90%

quartely results (NAV as on 21st November, 2025)

Period

This Fund

Nifty 50

Nifty India Consumption TRI

Category Average

2025

4.14%

9.79%

3.8%

Q4 - 2025	1.85%	4.96%	--	3.28%
Q3 - 2025	1.61%	-3.64%	--	-0.78%
Q2 - 2025	10.38%	10.15%	--	8.03%
Q1 - 2025	-8.54%	-2.43%	--	-2.54%

2024

20.06%

8.75%

17.46%

Q4 - 2024	-11.04%	-8.34%	--	-5.84%
Q3 - 2024	13.18%	6.91%	--	9.00%
Q2 - 2024	12.92%	7.48%	--	12.41%
Q1 - 2024	5.09%	3.31%	--	6.48%

2023

21.36%

19.48%

28.15%

Q4 - 2023	9.87%	11.33%	--	12.40%
Q3 - 2023	2.37%	1.07%	--	7.45%
Q2 - 2023	15.72%	10.29%	--	8.99%
Q1 - 2023	-5.45%	-4.60%	--	-2.64%

2022

-2.32%

3.24%

2.73%

Q4 - 2022	-5.61%	7.76%	--	4.21%
Q3 - 2022	15.85%	8.52%	--	11.21%
Q2 - 2022	-7.26%	-10.70%	--	-8.45%
Q1 - 2022	-5.80%	-0.91%	--	0.68%

2021

24.7%

23.79%

28.59%

Q4 - 2021	2.14%	-1.02%	--	1.10%
Q3 - 2021	11.48%	12.36%	--	9.86%
Q2 - 2021	8.80%	5.75%	--	11.77%
Q1 - 2021	1.43%	4.80%	--	8.71%

2020

14.76%

14.77%

15.95%

Q4 - 2020	19.57%	22.46%	--	19.77%
Q3 - 2020	4.01%	7.84%	--	9.11%
Q2 - 2020	17.71%	24.82%	--	19.14%
Q1 - 2020	-19.72%	-29.43%	--	-24.43%

2019

6.51%

11.53%

7.15%

Q4 - 2019	4.54%	7.12%	--	4.63%
Q3 - 2019	4.45%	-3.30%	--	-2.02%
Q2 - 2019	-2.04%	1.68%	--	1.04%
Q1 - 2019	-0.82%	6.96%	--	5.29%

2018

-1.79%

4.09%

-7.04%

Q4 - 2018	2.29%	-1.32%	--	1.03%
Q3 - 2018	-3.06%	3.29%	--	-1.59%
Q2 - 2018	3.55%	4.36%	--	-5.72%
Q1 - 2018	-3.93%	-2.14%	--	-6.30%

2017

32.64%

27.58%

35.64%

Q4 - 2017	11.25%	5.84%	--	11.34%
Q3 - 2017	2.35%	2.54%	--	3.91%
Q2 - 2017	2.99%	3.06%	--	4.16%
Q1 - 2017	13.11%	12.16%	--	14.07%

2016

2.88%

2.72%

4.64%

Q4 - 2016	-4.98%	-6.39%	--	-4.49%
Q3 - 2016	4.34%	3.40%	--	6.62%
Q2 - 2016	6.15%	7.45%	--	6.23%
Q1 - 2016	-3.89%	-2.82%	--	-4.64%

2015

-1.98%

-4.08%

0.58%

Q4 - 2015	0.03%	-0.06%	--	1.64%
Q3 - 2015	-3.84%	-5.96%	--	-2.95%
Q2 - 2015	-1.77%	-2.54%	--	-1.05%
Q1 - 2015	3.86%	2.50%	--	3.40%

2014

32.65%

31.44%

48.81%

Q4 - 2014	4.53%	4.24%	--	9.65%
Q3 -	--	4.32%	--	--
Q2 - 2014	15.42%	13.25%	--	23.20%
Q1 - 2014	4.02%	6.39%	--	6.68%

Best Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q4 - 2020	19.57%	22.46%	--	19.77%
Q4 - 2020	18.96%	22.46%	--	19.77%
Q2 - 2020	17.71%	24.82%	--	19.14%

Worst Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q1 - 2020	-19.72%	-29.43%	--	-24.43%
Q1 - 2020	-19.72%	-29.43%	--	-24.43%
Q4 - 2024	-11.17%	-8.34%	--	-5.84%