37
ConsumptionAvoid
UTI India Consumer
UTI · Direct–Growth · rank #15 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-5.5%
-3.5% vs index
3 Years
9.8%
+0.0% vs index
5 Years
8.5%
-1.0% vs index
Since launch
11.3%
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
-4.0%-0.4% vs index
Why this score
UTI India Consumer scores 37/100 — #15 of 25 Consumption fund (Avoid). It stands out for sharpe ratio — beating 65% of peers on sharpe ratio. 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 return8.53% · 5th percentile in category
Expense ratio1.59% · 10th percentile in category
Volatility16.64 · 28th percentile in category
Sharpe ratio0.47 · 65th percentile in category
Fund size733.44 Cr · 42nd percentile in category
Alpha-1.33 · 57th percentile in category
Top holdings
1.Zomato Ltd9.26%
2.Mahindra & Mahindra Ltd9.18%
3.Titan Company Ltd7.64%
4.Maruti Suzuki India Ltd5.47%
5.Bharti Airtel Ltd5.34%
44 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.