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Jama - UTI India Consumer Fund


UTI India Consumer Fund

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Equity-Thematic-Consumption
NAV : 46.0602
(-0.07280000000000086
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)
AUM : ₹4 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.04%4.93%19.86%4.57%5.88%20.08%NA



NAV History



Expense Ratio Trends


Fund Details

The fund endeavours to invest in companies that are predominantly consumer facing. Invests in sectors that benefits directly or indirectly from rising consumption, changing demographics, consumer aspirations and lifestyles. In stock picking fund emphasize on earnings growth prospects, management, valuation, macro trends etc. The Fund would be agnostic to market capitalization
NAV46.0602
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio178.0%
Exit Load : An early exit charge will be equal to unamortized new fund Offer expenses .


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,482₹1,09,273₹209
After 1 year₹1,04,568₹1,03,745₹823
After 3 years₹1,73,137₹1,69,863₹3,274
After 20 years₹38,83,809₹34,19,700₹4,64,108

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 20.08% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund Manager:
Vishal Chopda