| Category: Equity: Thematic-Consumption |
| Launch Date: 05-01-2024 |
| Asset Class: |
| Benchmark: NIFTY 50 TRI |
| TER: 2.44% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 206.53 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The primary investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies. 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(%) |
|---|---|---|---|---|---|---|
| Quant Consumption Fund - Growth Option - Regular Plan | 05-01-2024 | -11.04 | -5.08 | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 4.17 | - | - | - | - |
| Aditya Birla Sun Life Consumption Fund-Growth Option | 05-08-2005 | 1.94 | 7.26 | 13.81 | 13.18 | 15.02 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | 1.23 | 7.14 | 14.64 | 13.62 | 16.15 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 0.64 | 6.19 | 14.86 | 14.78 | 15.98 |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 0.6 | 7.79 | 13.84 | 11.3 | 11.88 |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 0.43 | 10.08 | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 0.31 | 8.24 | 17.29 | 14.84 | 15.88 |
| Axis Consumption Fund Regular Plan - Growth | 12-09-2024 | 0.22 | - | - | - | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | -0.16 | 8.27 | - | - | - |
Small Cap
43.92%
Others
19.15%
Large Cap
7.14%
Mid Cap
29.77%