Bajaj Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹608.45 Cr
Expense Ratio
2.06%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
29 Nov 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.12% | -- |
| 3 Months | +5.2% | -- |
| 6 Months | +6.09% | -- |
| 1 Year | +0.12% | +0.12% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -5.39% | -3.23% |
Holdings as on 10 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 41.89 | 6.88 |
| Bharti Airtel | 32.35 | 5.32 |
| Zydus Wellness | 26.17 | 4.30 |
| Maruti Suzuki India | 22.02 | 3.62 |
| Trent | 19.78 | 3.25 |
| Thangamayil Jewellery | 18.97 | 3.12 |
| Tata Motors Passenger Vehicles Ltd | 18.27 | 3.00 |
| Mahindra & Mahindra Ltd | 17.56 | 2.88 |
| Safari Industries India Ltd | 16.07 | 2.64 |
| Bajaj Auto | 15.69 | 2.58 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI India Consumer Fund Regular Plan Growth | +5.18% | +12.03% | +10.46% |
| Mahindra Manulife Consumption Fund Regular Growth | +0.51% | +10.73% | +11.12% |
| HDFC Consumption Fund Regular Growth | -0.74% | +12.27% | -- |
| Bajaj Consumption Fund Regular Growth | +0.12% | -- | -- |
| Bank of India Consumption Fund Regular Growth | +6.89% | -- | -- |
Results are calculated on CAGR basis
About Fund
The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand
The Bajaj Consumption Fund Regular Growth has an AUM of 608.45 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 2.06%. The minimum investment in Bajaj Consumption Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Bharti Airtel, Zydus Wellness, Maruti Suzuki India.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Food Processing, Computer Services, Personal & Household Prods..
Some of the similar funds are UTI India Consumer Fund Regular Plan Growth, Mahindra Manulife Consumption Fund Regular Growth, HDFC Consumption Fund Regular Growth, Bajaj Consumption Fund Regular Growth, Bank of India Consumption Fund Regular Growth. Bajaj Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Bajaj Consumption Fund Regular Growth has a Medium risk & Low return.
Bajaj Consumption Fund Regular Growth is managed by Siddharth Chaudhary,Sayan Sharma,Kishore Agarwal.
The expense ratio of Bajaj Consumption Fund Regular Growth is 2.06%.
The 5 year annualized return on Bajaj Consumption Fund Regular Growth is 0.00% & it has generated 0.12% in the last 1 year.
The minimum investment in Bajaj Consumption Fund Regular Growth is 500 Rs.
Bajaj Consumption Fund Regular Growth has an AUM of 608.45 crores.
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