Rating:
Aum
₹2,772.24 Cr
Expense Ratio
2.12%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹500.00
Launch Date
12 Sep 2024
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.12% | -- |
| 3 Months | +5.09% | -- |
| 6 Months | +5.7% | -- |
| 1 Year | -8.1% | -8.1% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -9.2% | -4.72% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 250.59 | 9.04 |
| Titan Company | 196.71 | 7.10 |
| Eternal | 196.28 | 7.08 |
| Mahindra & Mahindra Ltd | 189.13 | 6.82 |
| Maruti Suzuki India | 131.19 | 4.73 |
| Hindustan Unilever | 101.57 | 3.66 |
| Asian Paints | 97.87 | 3.53 |
| Apollo Hospitals Enterprise | 97.57 | 3.52 |
| InterGlobe Aviation Ltd | 93.05 | 3.36 |
| TVS Motor Company | 92.05 | 3.32 |
Rating:
Risk
Return
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata India Consumer Fund Regular Growth | +2.7% | +12.98% | +12.27% |
| Nippon India Consumption Fund - Growth | -8.48% | +7.71% | +11.06% |
| Canara Robeco Consumption Fund Regular Plan Growth | -5.34% | +8.97% | +9.86% |
| SBI Consumption Opportunities Fund Regular Plan Growth | -14.29% | +3.59% | +10.94% |
| Axis Consumption Fund Regular Growth | -8.1% | -- | -- |
Results are calculated on CAGR basis
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.
The Axis Consumption Fund Regular Growth has an AUM of 2772.24 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.12%. The minimum investment in Axis Consumption Fund Regular Growth is Rs 100 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bharti Airtel, Titan Company, Eternal, Mahindra & Mahindra Ltd.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Communications Services, Jewelry & Silverware, Computer Services.
Some of the similar funds are Tata India Consumer Fund Regular Growth, Nippon India Consumption Fund - Growth, Canara Robeco Consumption Fund Regular Plan Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Axis Consumption Fund Regular Growth. Axis Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
According to the morning star rating Axis Consumption Fund Regular Growth has a Medium risk & return.
Axis Consumption Fund Regular Growth is managed by Hitesh Das,Jayesh Sundar,Krishnaa N.
The expense ratio of Axis Consumption Fund Regular Growth is 2.12%.
The 5 year annualized return on Axis Consumption Fund Regular Growth is 0.00% & it has generated -8.10% in the last 1 year.
The minimum investment in Axis Consumption Fund Regular Growth is 100 Rs.
Axis Consumption Fund Regular Growth has an AUM of 2772.24 crores.
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