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A thematic equity fund following the theme of changing consumer aspirations, changing lifestyle and growth of consumption
- The fund endeavours to invest in companies that are predominantly consumer facing - Investments in sectors benefitting directly or indirectly from rising consumption, changing demographics, consumer aspirations and lifestyles - The fund emphasizes on earnings growth prospects, management, valuation, macro trends etc. for stock picking - Agnostic to market capitalization and may have high active weights
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of companies related to the theme of Indian Lifestyle & are part of benchmark sectors): 80-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-20% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) # The fund may invest up to 50% of its debt portfolio in securitized debt
The objective of the scheme is to generate long term capital appreciation by investing predominantly in companies that are expected to benefit from the growth of consumption, changing demographics, consumer aspirations and lifestyle. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Thematic
An open ended equity scheme following the theme of changing consumer aspirations, changing lifestyle and growth of consumption.
- Universe of companies with B2C focus across sectors - Companies likely to benefit from the growth of consumption through bottom-up stock picking - Emphasis on companies with longevity of growth while generating sustainable cash flows - High active weights with a market cap agnostic approach
This product is suitable for investors who are seeking*: Long term capital growth. Investment in equity instruments of companies that are expected to benefit from of the changing consumer aspirations, changing lifestyle and growth of consumption. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An open-ended equity scheme following the theme of changing consumer aspirations, changing lifestyle and growth of consumption. The Fund endeavor to capture growth from the potential demand uptick in consumption and has a focused play with high active weights, but agnostic to market capitalisation.
UTI India Consumer Fund is an open ended equity scheme following the theme of changing consumer aspirations, changing lifestyle and growth of consumption. The Fund endeavor to capture growth from the potential demand uptick in consumption and has a focused play with high active weights, but agnostic to market capitalisation.
An equity fund that primarily focus on India’s rising aspirations and changing lifestyle:
- Sweet spot of dependency ratio & expected income acceleration played via consumption theme
- Endeavor to capture the potential growth from the resultant demand uptick
- Market cap agnostic with high active weights makes it a focused play
Investing in UTI consumer fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.
The Fund is a unique offering, following a theme of investing in companies to derive profits from the growth of consumption, changing demographics, consumer aspirations and lifestyle it also complements the investor’s portfolio with a differentiated theme from that of well-diversified equity funds.