Category: Equity: Thematic-Consumption |
Launch Date: 20-12-2024 |
Asset Class: |
Benchmark: NIFTY India Consumption TRI |
TER: 2.52% As on (29-09-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 395.33 Cr As on 30-09-2025(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 - IDCW | 20-12-2024 | - | - | - | - | - |
Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 1.48 | - | - | - | - |
HSBC Consumption Fund - Regular Growth | 31-08-2023 | -0.77 | 21.56 | - | - | - |
Aditya Birla Sun Life Consumption Fund-Growth Option | 05-08-2005 | -3.54 | 16.33 | 14.74 | 20.17 | 14.96 |
Axis Consumption Fund Regular Plan - Growth | 12-09-2024 | -3.66 | - | - | - | - |
Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | -3.78 | 18.24 | 16.84 | 20.43 | - |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | -3.93 | 17.4 | 15.54 | 20.78 | 15.8 |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | -4.31 | 15.64 | 15.19 | 19.46 | 14.32 |
ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | -4.46 | 16.42 | 16.87 | 20.52 | - |
HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | -4.76 | 17.04 | - | - | - |
Small Cap
30.32%
Others
4.93%
Large Cap
42.55%
Mid Cap
22.2%