| Category: Equity: Thematic-Consumption |
| Launch Date: 20-12-2024 |
| Asset Class: |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.48% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 415.19 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: • If redeemed /switched-out within 3 months from the date of allotment: For 10% of investments-:Nil For remaining investments:1% • If redeemed/switched-out after 3 months from the date of allotment: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Investment objective of the Scheme is 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. However, 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(%) |
|---|---|---|---|---|---|---|
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 4.28 | - | - | - | - |
| Aditya Birla Sun Life Consumption Fund-Growth Option | 05-08-2005 | 2.6 | 8.67 | 13.69 | 13.84 | 15.2 |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 1.58 | 9.65 | 14.22 | 11.39 | 12.01 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | 1.26 | 8.72 | 14.69 | 14.36 | 16.21 |
| Axis Consumption Fund Regular Plan - Growth | 12-09-2024 | 1.22 | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 1.2 | 11.66 | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 0.67 | 8.29 | - | - | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 0.25 | 6.85 | 15.21 | 15.01 | 15.97 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | 13-11-2018 | 0.01 | 6.87 | 14.14 | 13.6 | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | -0.38 | 10.25 | - | - | - |
Small Cap
24.36%
Others
7.3%
Large Cap
45.7%
Mid Cap
22.64%
There are no scheme documents available