Invest In India Consumer Fund - UTI Mutual Funds

Information Classification: UTI AMC - Confidential
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 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
SCHEME
CATEGORY
STOCK
CONCENTRATION
RISK / REWARD
POTENTIAL
BENCHMARK
LOWER RISK
LOWER REWARD
MODERATE RISK
MODERATE REWARD
HIGHER RISK
HIGH REWARD
Low
Concentration
(> 60 stocks)
Moderate
Concentration
(40 - 60 stocks)
High
Concentration
(<40 stocks)
Market Cap
based Fund
Style based
Fund
Thematic
Fund
Sector
Fund
ELSS
UTI India Consumer Fund
(An open ended equity scheme following the theme of changing consumer aspirations, changing lifestyle and growth of
consumption)
S&P BSE 100 TRI
Nifty India
Consumption
TRI
S&P BSE 200 TRI
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS,
READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

Consumption: A real-life scenario
2
The above is only to illustrate the concept of identifying stocks that could possibly form part of a house hold. The performance of stocks would ultimately depend on various factors such as
prevailing market conditions, global political scenario, exchange rate etc. Investors are requested to note that there are various factors (both local and international) that can have impact
on the future performance and expectations of any company. There is no assurance or guarantee of any company’s performance and also there is no assurance or guarantee that the
scheme would invest in these stock.

Long-term drivers of Consumption in India
3
Favourable
demographics, rising
income levels,
urbanization will lead to
growth in consumption
Household consumption
to increase with the
support of retail finance
Driven by Penetration,
Per Capita Consumption,
Premiumization &
Formalization
Faces and Facets of India’s Consumption: set to become the 3rd largest consumer economy by 2025
India is set to become the third largest consumer economy by 2025, trailing only the US and China, fuelled by an increase in consumption levels, changes
in consumer behaviour and spending patterns, according to a report released by consulting firm The Boston Consulting Group on March 20, 2017
Favorable
Demographics
Credit Availability
Market Scalability

Reaping the Demographic Dividend
Demographics
Dependency
Ratio
GDP /
Income
Growth
Consumption
4

Reaping the Demographic Dividend
Ratio of working age population / dependency ratio has a direct link with
income growth and there by growth in consumption
India's working age population
will overtake China's in 20 years
Source: US Census Bureau, CIA
India China United States
2014 2030 2014 2030 2014 2030
812
988
Working age population (million)
993
941
211
219
India's ratio will improve for the next 20 years
whilst that for China and United States is
deteriorating
5
Working age population ratio
India China United States
2014 2030 2014 2030 2014 2030
67.4%
65.7% 65.0%
73.3% 60.7%
66.1%
Demographics

In India, Income distribution is evolving as Affluence Rises
Sources: BCG CCI proprietary income database; BCG analysis.
6
2010
INDIAN HOUSEHOLDS, BY INCOME (IN CRORES)
Annual gross
Household income
Elite
(> Rs. 20 lakhs)
Affluent
(Rs. 10 to Rs. 20 lakhs)
Aspirers
(Rs. 5 to Rs. 10 lakhs)
Next Billion
(Rs. 1.5 to Rs. 5 lakhs)
Strugglers
(< Rs. 1.5 lakhs)
69
(25%)
76
(28%)
102
(37%)
20
(7%)
8
(3%)
62
(20%)
55
(18%)
139
(46%)
33
(11%)
16
(6%)
2018 2025
102
(42%)
91
(38%)
1
(0.5%)
3
(1.5%)
43
(18%)
From 2018 through 2025, the share of Aspirers and Next Billion households will increase
from 65% to 72% of the total while the share of strugglers will drop from 25% to 20%.
Demographics

Shampoos
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Laundry
Detergents
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Toothpaste
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Chocolates
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Noodles
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Skin Care
0%
20%
40%
60%
80%
100%
120%
0% 20% 40%
Rapid growth in Penetration to kick-in
7
Per capita consumption of India as % of EM average
Penetration
(%)
FMCG
Market Scalability
Data as of CY 2016, Source: Kotak Research
Durables & Automobile
Data as of FY 2017, Source: Investec Research
33
6
13
5 5
-
5
10
15
20
25
30
35
Refrigerator AC Washing
Mac
Mircowave 4W
HH Penetration (%)
8.6
3.5 4.0
1.0
2.3
0
2
4
6
8
10
Refrigerator AC Washing
Mac
Mircowave 4W
Units/ 1000 people
FMCG – Fast Moving Consumer Goods, EM Average – Emerging Markets Average, HH – House Hold

Premiumization trend to pick pace further
Source: Citi Research, Euromonitor – Data as of FY 2017, Market Growth 2003-17 (CAGR %): Actuals , Market Growth 2017-21 (CAGR %): Estimate
Size of bubble = market size, CAGR: Compounded Annualised Growth Rate
Rising income levels and improving lifestyle created potential for nascent categories in
consumption products
8
Packaged Foods
Beauty and Personal Care
Bar Soap
Body Wash/Shower
Gel
Colour
Cosmetics
Fragrances
Shampoos
Men's
Shaving
Toothpaste
Skin Care
0%
2%
4%
6%
8%
10%
12%
14%
16%
0% 5% 10% 15% 20% 25%
Market
Growth
2017-21
(CAGR
%)
Market Growth 2003-17 (CAGR %)
Cheese
Yoghurt and Sour
Milk Products
Olive Oil
Ice Cream and
Frozen Desserts
Noodles
Salty Snacks
Sweet Biscuits
Butter and
Margarine
Breakfast
Cereals
0%
5%
10%
15%
20%
25%
30%
35%
0% 10% 20% 30%
Market
Growth
2017-21
(CAGR
%)
Market Growth 2003-17 (CAGR %)
Market Scalability

Shift to Organized : Ready for the paradigm shift
 Increase in disposable income
 Higher tax compliance post GST
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Share
of
market
(%)
Share of Unorganised in sector
9
 Deepening media penetration in rural
 Increasing choice with entry of new brands
Key factors steering the shift of unorganised to organized market:
Data as of CY 2016, Source: Kotak Research
Market Scalability
GST : Goods and Services Tax

Rural consumption mimicking urban driven by income growth, aspirations & deepening distribution
10
Source: Dabur India Investor Presentation, IBEF
Rural to Rurban
Source: World Bank Data (Estimate)
Rural Contribution to Sectors
Rural Population as % of Total Population
50%
45%
36%
30%
70.1
69.8
69.4
69.1
68.7
68.4
68.0
67.6
67.3
66.9
66.5
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Rural Landscape – Set to witness a sea change

Rural – Urban Split of FMCG Market
FY 2017-18
Rural vs. Urban Sales
Source: Citi Research, IBEF
Accelerated sales from rural India expected to increase, primarily on account of increase in rural
income and focus of FMCG companies to improve rural distribution
Changing Face of Rural India
11
Source: IBEF
Rural to Rurban

Road to increased consumption and shift in spending
12
India has low mortgage to GDP ratio Revival in Personal Loan growth has kicked off
10
18 20
31
34
38 40
45
52
56
67
88
Mortgage to GDP ratio (%)
March fiscal year-end, 2017
Personal Loan % of GDP
Source: Company, Kotak Institutional Equities
Source: HDFC, European mortgage federation, Hofinet, Kotak Institutional Equities
4.2
4.4 4.4
4.5
4.7
5.0
5.6
Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18
Credit Availability

Summary: Drivers of Consumption Growth
13
Credit Availability
 Increase in proportion of working age population to drive GDP / Income growth
which would drive consumption
 Consumption economy would expand driven by penetration, per capita
consumption, premiumization & formalization
 Rural consumption would mimic urban trends driven by income growth,
aspirations & deepening distribution
 Household consumption could increase with the support of retail finance

Product Spectrum on Risk v/s Return Grid (Active Funds)
14
UTI LTEF (Tax Saving) – UTI Long Term Equity Fund (Tax Saving); UTI B&FS Fund – UTI Banking & Financial Services Fund; UTI T&L Fund – UTI Transportation & Logistics Fund
The above representation is only for understanding purpose, one should not constitute portfolio only based on the above and advised to approach their financial
advisors based on the investors respective risk profile before making investment decisions.
UTI Value Opportunities Fund
UTI Mastershare Unit Scheme
UTI LTEF (Tax Saving)
UTI Flexi Cap Fund UTI Mid Cap Fund
UTI Dividend Yield Fund
UTI MNC Fund
UTI Small Cap Fund
UTI T&L Fund
UTI Healthcare Fund
UTI B&FS Fund
UTI Infrastructure Fund
CORE ALLOCATION CORE SATELLITE ALLOCATION TACTICAL ALLOCATION
RISK / STANDARD DEVIATION
RETURN
POTENTIAL
UTI Core Equity Fund
UTI Focused Equity Fund

UTI India Consumer Fund: A wide sphere of investment opportunity
SECTORS
INFLUENCED BY
LIFESTYLE
CHOICE
Retail Financial
Services
Automobiles
Consumer
Goods
Healthcare &
Pharma
Media &
Entertainment
Telecom
2W and Cars, Tyres, Batteries
Mortgage, Insurance, Credit Cards, MFs
FMCG, Consumer Durables, Retail,
Apparel, Paints
Hospital, Diagnostics, Equipment,
Medical Insurance, Medicines & Drugs
Multiplexes, Amusement Parks
Telecom Services, Mobile App,
15

Overweight Sectors Underweight Sectors
India Consumption Index offers a Unique Sector Composition
Data as of March 31, 2022, Source: IISL
Nifty India Consumption index has a differentiated sector
allocation versus other diversified equity indices
%
Sectoral
allocation
INDICES SECTORAL WEIGHTAGE
16
Absent
Nifty India Consumption Nifty 50 Nifty 500
58
16
8 10
6
10
5 2 2 3 3
13
19
36
11
5
2 2 3 4 4
9
15
29
0
10
20
30
40
50
60
70
CONSUMER
GOODS
AUTOMOBILE CONSUMER
SERVICES
TELECOM POWER PHARMA METALS OIL & GAS IT FINANCIAL
SERVICES

Consumption Index has outperformed diversified portfolio
3 Years Rolling Returns
Indices / Period Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22
Nifty India Consumption TRI 24.18% 12.51% 16.54% 22.81% 17.24% 15.85% 12.86% 13.83% 1.89% 9.21% 13.40%
Nifty 50 TRI 21.83% 3.91% 6.04% 18.50% 12.13% 12.38% 7.38% 16.10% -0.81% 14.58% 15.82%
Data as of March 31, 2022, Source: IISL. CAGR – Compound Annual Growth Rate
17
` 10,000/-
invested on Jan-06
` 74,920
` 83,138
Nifty India Consumption TRI Index has given a CAGR of 13.92% where as
Nifty 50 Index TRI has given a CAGR of 13.19%
Jan-2006
Aug-2006
Mar-2007
Oct-2007
May-2008
Dec-2008
Jul-2009
Feb-2010
Sep-2010
Apr-2011
Nov-2011
Jun-2012
Jan-2013
Aug-2013
Mar-2014
Oct-2014
May-2015
Dec-2015
Jul-2016
Feb-2017
Sep-2017
Apr-2018
Nov-2018
Jun-2019
Jan-2020
Aug-2020
Mar-2021
Oct-2021
Nifty 50 TRI Nifty India Consumption TRI

Investment Strategy
Emphasis on companies with longevity of growth while generating
sustainable cash flows
1
2
3
4
5
Companies likely to benefit from the growth of consumption through
bottom-up stock-picking
High active weights with a market cap agnostic approach
Universe of companies with B2C focus across sectors
18

UTI India Consumer Fund – Fund Facts
An open ended equity scheme
following the theme of changing
consumer aspirations, changing
lifestyle and growth of consumption
Type of scheme
Fund Inception
Fund Manager
Benchmark
` 5,000/- and in multiples of ` 1/-
Subsequent min. investment,
` 1,000/- and in multiples of ` 1/-
Minimum Investment
Investment 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.
#The fund may invest up to 50% of its debt portfolio in securitized debt.
Asset Allocation
Instruments
Indicative Allocation (%
of total assets)
Risk
Profile
Minimum
Allocation
(%)
Maximum
Allocation
(%)
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
19
Mr. Vishal Chopda, CFA, BE, PGDM
(Managing since Feb 2018)
Nifty India Consumption TRI
30th July, 2007

Fund Size:
Monthly Avg. AuM : ` 366 Crores
Last Day AuM : ` 379 Crores
No. of Unit Folios : 48,292
Fund Snapshot
Fund Facts (contd.)
37
No. of Stocks
30.40% / 48.14%
Top 5 / Top10 Stocks
91.79%
Top 5 Sectors
38.33%
Outside Benchmark
Fund BM
Beta : 0.92 1.00
SD (3 Years) : 18.68% 19.54%
PTR (Annual) : 27% -
Sharpe Ratio : 0.52 -
OCF
C1 : 95%
C2 : 4%
C3 : 1%
ROCE
R1 : 75%
R2 : 9%
R3 : 16%
Portfolio Composition#
Market Capitalisation (%)
Fund BM
Large : 70 91
Mid : 14 9
Small : 16 0
Quantitative Indicators
Active Share : 48.24%
20
Price to
Earnings
Price to
Book
Return on
Equity
Avg. AuM – Average Asset under Management, SD – Standard Deviation, PTR – Portfolio Turnover Ratio, Market cap – Market Capitalisation, ROCE – Return on Capital
Employed. #Operating Cash Flow Tiers (C)- 3 Tiers based on the number of years in which they have generated positive operating cash flows in the previous 5 years (for
manufacturing companies). RoCE/ Implied RoE Tiers (R) - 3 Tiers based on the previous 5 year average return on capital (for manufacturing companies & non-lending
non banking finance companies (NBFCs)) & based on the previous 5 year average return on asset for banks & NBFCs (including housing finance companies). All data
are as of March 31, 2022
15.98
16.23
52.66
52.55
21.20
20.55

Portfolio
Equity Top 20 Holdings
STOCK NAME SECTOR % to NAV Act. Wt %
BHARTI AIRTEL LTD. TELECOM 7.13 -2.95
MARUTI SUZUKI INDIA LTD. AUTOMOBILE 6.73 1.05
ASIAN PAINTS (INDIA) LTD. CONSUMER GOODS 6.57 -1.28
ITC LTD. CONSUMER GOODS 5.82 -3.79
HINDUSTAN UNILEVER LTD CONSUMER GOODS 4.15 -6.08
NESTLE INDIA LTD. CONSUMER GOODS 3.89 0.39
AVENUE SUPERMARTS LTD. CONSUMER SERVICES 3.89 0.52
GODREJ CONSUMER
PRODUCTS
CONSUMER GOODS 3.38 1.78
METRO BRANDS LTD CONSUMER GOODS 3.30 3.30
TITAN COMPANY LTD. CONSUMER GOODS 3.28 -2.70
DABUR INDIA LTD. CONSUMER GOODS 2.89 1.12
EICHER MOTORS LTD AUTOMOBILE 2.78 0.84
MARICO LTD CONSUMER GOODS 2.72 1.25
A B FASHION & RETAIL CONSUMER SERVICES 2.53 2.53
ICICI BANK LTD FINANCIAL SERVICES 2.52 2.52
JUBILANT FOODWORKS LTD. CONSUMER SERVICES 2.50 1.36
C. G. CONSUMER ELECTRICALS CONSUMER GOODS 2.47 1.21
HDFC BANK LIMITED FINANCIAL SERVICES 2.46 2.46
UNITED BREWERIES LTD. CONSUMER GOODS 2.41 2.41
FSN E-COMM VENT (NYKAA) CONSUMER SERVICES 2.21 2.21
Top 10 Unique Stocks
(As compared to Benchmark)
STOCK NAME SECTOR
% to
NAV
METRO BRANDS LTD CONSUMER GOODS 3.30
A B FASHION & RETAIL CONSUMER SERVICES 2.53
ICICI BANK LTD FINANCIAL SERVICES 2.52
HDFC BANK LIMITED FINANCIAL SERVICES 2.46
UNITED BREWERIES LTD. CONSUMER GOODS 2.41
FSN E-COMM VENT (NYKAA) CONSUMER SERVICES 2.21
SHEELA FOAM LTD. CONSUMER GOODS 2.21
PHOENIX MILLS LTD CONSTRUCTION 2.08
BAJAJ FINANCE LTD. FINANCIAL SERVICES 1.96
V-MART RETAIL LTD CONSUMER SERVICES 1.61
OTHERS 15.04
TOTAL 38.33
Portfolio above shows Top 20 equity holdings under the scheme, for detailed portfolio visit www.utimf.com
Act. Wt % - Active Weight % (as compared to the Benchmark Index – Nifty India Consumption TRI)
Data as of March 31, 2022
21

Portfolio Snapshot
Active Stock Position
Sectoral Breakdown (%)
Overweight (Top 5)
Underweight (Top 5)
Data as of March 31, 2022
22
STOCK NAME SECTOR
% to
NAV
Act. Wt
%
METRO BRANDS LTD CONSUMER GOODS 3.30 3.30
AB FASHION & RETAIL CONSUMER SERVICES 2.53 2.53
ICICI BANK LTD FINANCIAL SERVICES 2.52 2.52
HDFC BANK LIMITED FINANCIAL SERVICES 2.46 2.46
UNITED BREWERIES LTD. CONSUMER GOODS 2.41 2.41
STOCK NAME SECTOR
% to
NAV
Act. Wt
%
HINDUSTAN UNILEVER LTD CONSUMER GOODS 4.15 6.08
MAHINDRA & MAHINDRA AUTOMOBILE - 4.36
ITC LTD. CONSUMER GOODS 5.82 3.79
ADANI TRANSMISSION LTD. POWER - 3.68
BHARTI AIRTEL LTD. TELECOM 7.13 2.95
Active Weight
0.0
0.0
0.9
1.3
1.7
2.0
7.9
8.1
10.7
16.1
49.0
-1.5
-6.0
0.9
-1.3
0.3
2.0
7.9
-2.0
-5.6
8.0
-4.9
0 20 40 60 80 100 120
MEDIA,ENTERTAINMENT&PUBLI
CATION
POWER
INDUSTRIAL MANUFACTURING
HEALTHCARE SERVICES
TEXTILES
CONSTRUCTION
FINANCIAL SERVICES
TELECOM
AUTOMOBILE
CONSUMER SERVICES
CONSUMER GOODS
UTI - India Consumer Fund

Portfolio Commentary
BPC – Beauty and Personal Care, QSR – Quick Service Restaurant, FMCG – Fast Moving Consumer Goods, IPO – Initial Public Offering
Consumer Goods/Services: The Fund is
overweight in Consumer Discretionary and
underweight in Consumer Staples. The Fund
expects discretionary to outperform staples
over the medium to long term given low
penetration levels in most discretionary
categories. The Fund added weight in a
recently listed largest BPC ecommerce
platform, a leading QSR player and a leading
grocery retailer after correction. The Fund
exited a small cap alcobev company due to
capital allocation concerns and added weight
in a leading FMCG company with presence
across multiple emerging markets available at
favorable valuations.
Telecom: The Fund remains positive on Telecom
as the sector has seen consolidation and it is
expected to see improvement in return ratios
and cash flows with tariff hikes.
23
Automobile: The Automobile sector has started seeing
recovery in demand post Covid last year, but has
again seen an impact due to semi conductor
shortages and commodity inflation. The Fund expects
the sector demand to recover but profitability recovery
might get delayed by a few quarters due to input cost
pressures. The Fund has added weight to two
passenger vehicle companies in the sector which saw
sharp corrections due to geopolitical issues and
commodity inflation. The Fund will look to further add
weight in the sector as we expect a cyclical recovery
in the sector.
The Fund has been selective in participating in IPOs
which have significantly increased over the past 12
months. The Fund participated in new age businesses
with strong consumer value proposition and unit
economics which could lead to good profitability in
the medium term. In traditional businesses, the focus
remains on the growth outlook and return ratios.

Rolling Return Analysis
24
Rolling Returns with daily frequency of UTI India Consumer Fund at difference time frame as mentioned above.
CAGR – Compounded Annual Growth Rate. Data period: July 30, 2007 to March 31, 2022. Different plans have a different expense structure.
The performance details provided herein are of regular plan. Past performance may or may not be sustained in future.
Rolling Returns of UTI India Consumer Fund
Median Rolling
Returns
(CAGR)
Instances of
-ve Returns
Over 8%
24.0% 1.2% 0.1%
59.9% 74.3% 79.0%
0%
96.0%
-50%
-3% 0%
7%
93%
32%
24% 17%
-70%
-50%
-30%
-10%
10%
30%
50%
70%
90%
110%
1 Year 3 Years 5 Years 10 Years
Lowest Highest Median
12% 11% 12% 11%

B - Benchmark, AB - Additional Benchmark, TRI - Total Return Index
Past performance may or may not be sustained in future. Different plans shall have a different expense structure. The performance details provided herein are of regular plan (growth
option). Returns greater than 1 year period are Compound Annual Growth Rate (CAGR). Inception of UTI India Consumer Fund : July 30th, 2007. Date of allotment in the scheme/plan
has been considered for inception date. The Scheme is currently managed by Mr. Vishal Chopda since Feb-2018. Period for which scheme’s performance has been provided is
computed basis last day of the month-end preceding the date of advertisement.
Performance Track Record
UTI India Consumer Fund Performance Vs Benchmark as of 31/03/2022
Period
Fund Performance Vs Benchmark Growth of ` 10,000/-
Scheme
Returns (%)
B: Nifty India
Consumption TRI (%)
AB: Nifty 50
TRI (%)
Scheme
Returns (`)
B: Nifty India
Consumption TRI (`)
AB: Nifty 50
TRI (`)
1 Year 17.33 16.04 20.26 11,733 11,604 12,026
3 Years 13.61 13.42 15.86 14,669 14,595 15,559
5 Years 10.66 12.64 15.14 16,599 18,139 20,244
Since Inception 9.39 12.64 11.07 37,340 57,388 46,702
25
Fund –
Benchmark –
This product is suitable for investors who are seeking*:
• Investment in equity instruments of companies that are expected to
benefit from 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
#Risk-o-meter for the fund is based on the portfolio ending March 31, 2022. The Risk-o-meter of the fund/s is/are evaluated on monthly basis and any changes to Risk-o-meter are
disclosed vide addendum on monthly basis, to view the latest addendum on Risk-o-meter, please visit addenda section on https://utimf.com/forms-and-downloads/

Performance Track Record (contd.)
Performance of other open-ended schemes managed by the Fund Manager Mr. Vishal Chopda
Scheme
Inception
Date
Managing
the Fund
Since
Benchmark
1 Year (%) 3 Years (%) 5 Years (%)
Fund Benchmark Fund Benchmark Fund Benchmark
UTI LTEF (Tax Saving) 15-Dec-99 Aug-19 Nifty 500 TRI 18.92 22.29 17.03 16.78 13.16 14.55
UTI CCF – Savings Plan 12-July-93 Aug-19
CRISIL Short Term
Debt Hybrid 60+40
12.71 11.54 9.33 11.98 7.53 10.86
UTI CCF – Investment Plan 30-Jan-08 Aug-19 Nifty 500 TRI 18.56 22.29 15.75 16.78 13.02 14.55
26
Mr. Vishal Chopda manages 4 open-ended schemes of UTI Mutual Fund.
a. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.
b. Different plans shall have a different expense structure. The performance details provided herein are of Growth Option (Regular Plan).
c. Date of allotment in the scheme/plan has been considered for inception date.

Why Invest in UTI India Consumer Fund?
An equity fund that primarily focus on India’s rising aspirations
― Sweet spot of dependency ratio & expected income
acceleration played via consumption theme
― Endeavors to capture the potential growth from the
resultant demand uptick
― Market cap agnostic with high active weights makes it a
focused play
Suitable for:
 Suitable for those Investor with a higher risk appetite willing to benefit from the growth of consumption,
changing demographics, consumer aspirations and lifestyle
 Regular investors willing to have a tactical allocation to their overall equity portfolio.
27

Name of the Scheme This product is suitable for investors who are seeking* Riskometer
UTI Mastershare Unit Scheme
(Large Cap Fund- An open ended equity scheme
predominantly investing in large cap stocks)
• Long term capital appreciation
• Investment predominantly in equity instruments of large cap
companies
UTI Core Equity Fund
(Large & Mid Cap Fund- An open ended equity scheme
investing in both large cap and mid cap stocks)
• Investment predominantly in equity instruments of both large cap
and mid cap companies
UTI Mid Cap Fund
(Mid Cap Fund- An open ended equity scheme
predominantly investing in mid cap stocks)
• Investment predominantly in mid cap companies
UTI Value Opportunities Fund
(An open ended equity scheme following a value
investment strategy)
• Investment in equity instruments following a value investment
strategy across the market capitalization spectrum
UTI Flexi Cap Fund
(Flexi Cap Fund- An open ended dynamic equity scheme
investing across large cap, mid cap, small cap stocks)
• Investment in equity instruments of companies with good growth
prospects across the market capitalization spectrum
UTI Small Cap Fund
Small Cap Fund - An open ended equity scheme
predominantly investing in small cap stocks
• Investment predominantly in equity and equity related securities of
small cap companies
UTI Dividend Yield Fund
(An open ended equity scheme predominantly investing in
dividend yielding stocks)
• Investment predominantly in dividend yielding equity and equity
related securities
UTI Focused Equity Fund
(Focused Fund- An open ended equity scheme investing in
maximum 30 stocks across market caps)
• Investment in equity and equity related securities across market
capitalisation in maximum 30 stocks
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Label
#Risk-o-meter for the fund is based on the portfolio ending March 31, 2022. The Risk-o-meter of the fund/s is/are evaluated on monthly basis and any
changes to Risk-o-meter are disclosed vide addendum on monthly basis, to view the latest addendum on Risk-o-meter, please visit addenda section on
https://utimf.com/forms-and-downloads/

Name of the Scheme This product is suitable for investors who are seeking* Riskometer
UTI Infrastructure Fund
(An open ended equity scheme following the Infrastructure
theme)
companies forming part of the infrastructure sector
UTI MNC Fund
(An open ended equity following the theme of investing
predominantly in equity and equity related securities of
Multi-National Companies)
Multi-National companies
(An open ended equity scheme following the theme of
changing consumer aspirations, changing lifestyle and
growth of consumption)
• Investment in equity instruments of companies that are expected to
benefit from of the changing consumer aspirations, changing lifestyle
and growth of consumption
UTI Banking and Financial Services Fund
(An open ended equity scheme investing in Banking and
Financial Services Sector)
companies engaged in banking and financial services activities.
UTI Healthcare Fund
(An open ended equity scheme investing in the Healthcare
Services Sector)
• Investment predominantly in equity and equity related securities in the
Healthcare Services sector.
UTI Transportation and Logistics Fund
(An open ended equity scheme investing in transportation
and logistics sector)
• Investment predominantly in equity and equity related securities of the
companies engaged in the transportation and logistics sector
UTI Long Term Equity Fund (Tax Saving)
(An open ended equity linked saving scheme with a
statutory lock in of 3 years and tax benefit)
• Investment in equity instruments of companies that are believed to
have growth potential
Product Label
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
#Risk-o-meter for the fund is based on the portfolio ending March 31, 2022. The Risk-o-meter of the fund/s is/are evaluated on monthly basis and any
changes to Risk-o-meter are disclosed vide addendum on monthly basis, to view the latest addendum on Risk-o-meter, please visit addenda section on
https://utimf.com/forms-and-downloads/

Thank You
The information contained in this document is for general purposes only and is not an offer to sell or a solicitation to buy/ sell any mutual fund units /
securities. The information / data here in alone are not sufficient and should not be used for the development or implementation of an investment
strategy. The same should not be construed as investment advice to any party.
REGISTERED OFFICE: UTI Tower, ‘Gn’ Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051. Phone: 022 – 66786666. UTI Asset Management Company
Ltd (Investment Manager for UTI Mutual Fund) Email: invest@uti.co.in . (CIN-L65991MH2002PLC137867). For more information, please contact the nearest
UTI Financial Centre or your AMFI/NISM certified Mutual Fund Distributor (MFD) for a copy of the Statement of Additional Information, Scheme Information
Document and Key Information Memorandum cum Application Form.
Disclaimers: The information on this document is provided for information purposes only. It does not constitute any offer, recommendation or solicitation
to any person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future
movements in rates or prices or any representation that any such future movements will not exceed those shown in any illustration. Users of this
document should seek advice regarding the appropriateness of investing in any securities, financial instruments or investment strategies referred to on
this document and should understand that statements regarding future prospects may not be realized. The recipient of this material is solely responsible
for any action taken based on this material. Opinions, projections and estimates are subject to change without notice.
UTI AMC Ltd is not an investment adviser, and is not purporting to provide you with investment, legal or tax advice. UTI AMC Ltd or UTI Mutual Fund
(acting through UTI Trustee Company Pvt. Ltd) accepts no liability and will not be liable for any loss or damage arising directly or indirectly (including
special, incidental or consequential loss or damage) from your use of this document, howsoever arising, and including any loss, damage or expense
arising from, but not limited to, any defect, error, imperfection, fault, mistake or inaccuracy with this document, its contents or associated services, or due
to any unavailability of the document or any part thereof or any contents or associated services.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

Invest In India Consumer Fund - UTI Mutual Funds

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