HDFC Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹1,022.11 Cr
Expense Ratio
2.39%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
12 Jul 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.9% | -- |
| 3 Months | -3.66% | -- |
| 6 Months | +2.25% | -- |
| 1 Year | -10.29% | -10.29% |
| 2 Years | -- | -7.72% |
| 3 Years | +21.04% | +6.57% |
| 5 Years | -- | 0% |
| Since Launch | +29.72% | +8.31% |
Holdings as on 15 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 108.28 | 10.59 |
| Mahindra & Mahindra Ltd | 87.63 | 8.57 |
| Hindustan Unilever | 73.78 | 7.22 |
| Bharti Airtel | 51.28 | 5.02 |
| Vishal Mega Mart | 41.70 | 4.08 |
| Maruti Suzuki India | 39.16 | 3.83 |
| Bajaj Auto | 38.76 | 3.79 |
| Godrej Consumer Products | 37.41 | 3.66 |
| United Spirits | 34.27 | 3.35 |
| Titan Company | 34.19 | 3.34 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.17
Sharpe Ratio
16.68%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Consumption Fund Growth | -10.19% | +5.46% | +7.9% |
| Baroda BNP Paribas India Consumption Regular Growth | -9.95% | +6.43% | +6.85% |
| UTI India Consumer Fund Regular Plan Growth | -8.56% | +6.96% | +5.76% |
| HDFC Consumption Fund Regular Growth | -10.29% | +6.57% | -- |
| Bajaj Consumption Fund Regular Growth | -7.78% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies with a focus on non-cyclical consumer theme. There is no assurance that the investment objective of the Scheme will be realized.
The HDFC Consumption Fund Regular Growth has an AUM of 1022.11 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 2.39%. The minimum investment in HDFC Consumption Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Mahindra & Mahindra Ltd, Hindustan Unilever, Bharti Airtel.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Personal & Household Prods., Computer Services, Recreational Products.
Some of the similar funds are Sundaram Consumption Fund Growth, Baroda BNP Paribas India Consumption Regular Growth, UTI India Consumer Fund Regular Plan Growth, HDFC Consumption Fund Regular Growth, Bajaj Consumption Fund Regular Growth. HDFC Consumption Fund Regular Growth has a sharpe ratio of 0.17 & a standard deviation of 16.68%.
FAQs
According to the morning star rating HDFC Consumption Fund Regular Growth has a Medium risk & Moderate return.
HDFC Consumption Fund Regular Growth is managed by Amit Sinha,Dhruv Muchhal.
The expense ratio of HDFC Consumption Fund Regular Growth is 2.39%.
The 5 year annualized return on HDFC Consumption Fund Regular Growth is 0.00% & it has generated -10.29% in the last 1 year.
The minimum investment in HDFC Consumption Fund Regular Growth is 100 Rs.
HDFC Consumption Fund Regular Growth has an AUM of 1022.11 crores.
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