JAMA
Jama - UTI - India Consumer Fund


UTI - India Consumer Fund


NAV : 27.2177
(+0.1859arrow_upward)
AUM : ₹257 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.27%7.82%-8.02%9.13%-3.07%2.48%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
NAV27.2177
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
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 1 year₹1,09,127₹1,08,617₹510
After 3 years₹1,07,639₹1,05,926₹1,714
After 20 years₹1,63,358₹1,46,784₹16,575

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 2.48% 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:
Mr. Lalit Gopalan Nambiar, Vishal Chopda