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UTI - India Lifestyle Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 11.470-0.15 (1.31%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
  • Performance
  • Portfolio
  • Fund Manager
  • Scheme Documents
  • Fees
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • 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 of companies that are expected to benefit from changing Indian demographics, Indian Lifestyle and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.
Investment Information
Fund type
CLOSE ENDED
Date of Inception
30/07/2007
Investment Plan
Growth Option
Fund size (Rs.Cr)
398.26 (as of 30th Apr 2012 )
Number of investors
141986 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

SIP & Trigger
Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

Know More
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 70.32
2010-2011 15.15
2011-2012 2.84
Since Inception 3.90
View detailed performance
Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
75.00 23.00 2.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Apr 2012)
Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
75.00 23.00 2.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
TATA GLOBAL BEVERAGES LTD. 1.28
INFRASTRUCTURE DEVT FINANCE CO.LTD 1.42
TITAN INDUSTRIES LTD. 1.40
MAHINDRA & MAHINDRA LTD. 1.38
NIFTY Futures 0.00
BHARTI AIRTEL LTD. 1.36
COAL INDIA LTD. 1.42
CANARA BANK 1.24
AXIS BANK LTD. 1.22
COLGATE PALMOLIVE INDIA LTD. 1.19
WIPRO LTD. 1.18
ING VYSYA BANK LIMITED. 1.10
NCA 9.17
OTH 15.45
HINDUSTAN UNILEVER LTD. 6.91
PIDILITE INDUSTRIES LTD. 1.43
NESTLE INDIA LTD. 3.98
UNITED SPIRITS LTD. 1.51
ICICI BANK LTD 4.44
ITC LTD. 5.34
HDFC BANK LTD. 4.18
CRISIL LTD 6.27
AKZO NOBEL INDIA LTD. 3.74
KOTAK MAHINDRA BANK LTD. 3.72
STATE BANK OF INDIA 2.89
SUN PHARMACEUTICALS INDUSTRIES LTD. 2.63
RELIANCE INDUSTRIES LTD. 2.61
WHIRLPOOL OF INDIA LTD. 2.55
CAIRN INDIA LTD. 1.61
HINDALCO INDUSTRIES LTD. 1.61
TATA CONSULTANCY SERVICES LTD. 1.56
HDFC LTD. 4.21
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.
Download Fund Documents
Load Structure
Entry Load Holding Period Exit Load
NIL < 1Year 1%
NIL >= 1Year NIL
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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