| Category: Equity: Thematic-Consumption |
| Launch Date: 12-09-2024 |
| Asset Class: |
| Benchmark: NIFTY India Consumption TRI |
| TER: 1.97% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,639.11 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed / switched-out within 90 days from the date of allotment: For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 90 days from the date of allotment: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Consumption Fund Regular Plan - Growth | 12-09-2024 | -2.52 | - | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 5.44 | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 5.37 | 10.94 | - | - | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 2.61 | 7.26 | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 2.0 | 7.44 | 17.6 | 14.75 | 15.98 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 1.07 | 4.94 | 14.79 | 14.54 | 15.5 |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 0.94 | - | - | - | - |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | 0.92 | - | - | - | - |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | 0.67 | 3.7 | 14.67 | 15.01 | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 0.58 | 4.63 | 13.72 | 11.72 | 11.36 |
Small Cap
7.76%
Others
0.42%
Large Cap
81.23%
Mid Cap
10.63%