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Fund Overview

AXIS Consumption Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

9.31

Inception Date

12-09-2024

Category

Equity - Media
Invest
Investment Objectives

To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. There is no assurance that the investment objective of the Scheme will be achieved

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
AXIS Consumption Fund - Regular (G) 7.26 0.32 -6.90
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.26 Lakh

SIP

₹ 10000 Monthly SIP Grown to 0.80 Lakh

Benchmark

1Lakh investment Grown to 1.12 Lakh

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Key Parameters
AUM(₹ Cr.) 4,114
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) NA
Benchmark Nifty India Consumption TRI
Fund Manager Shreyash Devalkar
Exit If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
Bharti Airtel Equity 9.57
C C I Reverse Repo 4.89
Hind. Unilever Equity 4.61
ITC Equity 4.40
M & M Equity 4.28
Titan Company Equity 3.83
Maruti Suzuki Equity 3.71
Eternal Ltd Equity 3.32
Interglobe Aviat Equity 2.80
Varun Beverages Equity 2.54
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
AXIS Consumption Fund 4,114.23 NA NA NA -6.90 12-Sep-2024 -1.2601 5.56
Kotak Consumption Fund 1,209.80 16.19 NA NA 20.10 16-Nov-2023 0.6818 4.96
HSBC Consumption Fund 1,490.22 11.33 NA NA 21.83 31-Aug-2023 0.8111 4.91
Nippon India Consumption Fund 2,380.78 8.95 22.72 28.01 15.56 30-Sep-2004 0.8546 4.32
Quant Consumption Fund 283.40 2.05 NA NA 3.65 24-Jan-2024 -0.2139 5.32
Bank of India Consumption Fund 383.22 NA NA NA 3.40 20-Dec-2024 -0.2055 7.06