UTI India Lifestyle Fund - Direct Plan - Growth Option

UTI India Lifestyle Fund - Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expense Ratio (%)

2.11

Age

NA Years

Fund Manager

Lalit Nambiar

AuM (Rs Crores)

266.5944

Asset Class

Sector

Net Asset Value:

26.4476

Rating

3

Exit Load

0.01

Benchmark

Nifty 500 TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

96.83%

Fund Manager Details:

Lalit Nambiar B.Com.,MMS and CFA., B.Com., MMS, CFA Prior to joining UTI AMC (Since Aug -28),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

Objective:

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.

Top Holdings:

  • Automobile (19.14)
  • FMCG (18.63)
  • Tobacco Products (9.58)
  • Retail (5.44)
  • Miscellaneous (5.)
  • Capital Goods - Electrical Equipment (4.98)
  • Entertainment (4.37)
  • Telecomm-Service (4.9)
  • Alcoholic Beverages (3.74)
  • Banks (2.95)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition