NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI India Consumer Fund Plan Growth for NRI [57.92]

Min Investment

5,000

Fund Size

660.51 Cr

Expense Ratio

2.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

57.92

0.24%

NAV as on 14 Jul 24, 12:00 AM

very high risk

equity consumption

equity

NAV as on 14 Jul 24, 12:00 AM

very high risk

equity consumption

equity

36.58%p.a.

Last 1Y

18.07%p.a.

Last 3Y

18.95%p.a.

Last 5Y

10.78%p.a.

Since Inception

About UTI India Consumer Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI India Consumer Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Equity - Consumption mutual fund scheme that predominantly invests in Equity - Consumption stocks of companies. Launched on Jul 2007, UTI India Consumer Fund Plan Growth is Equity - Consumption fund of its category with 660.51 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Consumption funds.

  • UTI India Consumer Fund Plan Growth delivered 36.6% annual returns during the last year. It has delivered 10.8% average annual returns since the fund was launched.
  • UTI India Consumer Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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 10 Holdings

Bharti Airtel Ltd

6.49%

Maruti Suzuki India Ltd

6.41%

Trent Ltd

6.28%

Avenue Supermarts Ltd

5.21%

Godrej Consumer Products Ltd

4.95%

Nestle India Ltd

3.82%

Titan Co Ltd

3.57%

Mahindra & Mahindra Ltd

3.57%

Hero MotoCorp Ltd

3.50%

ITC Ltd

3.44%

Fund Managers

  1. Vishal Chopda (Feb 2018 - Present)

Key Information

View Scheme Document

UTI India Consumer Fund Plan Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on UTI India Consumer Fund Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI India Consumer Fund Plan Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI India Consumer Fund Plan Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions