Nippon India Consumption Fund - Growth
- Equity - Consumption
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹2,185.89 Cr
Expense Ratio
2.03%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
30 Sep 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.18% | -- |
| 3 Months | -3.58% | -- |
| 6 Months | -9.36% | -- |
| 1 Year | -7.05% | -7.05% |
| 2 Years | -- | +0.98% |
| 3 Years | +40.45% | +11.99% |
| 5 Years | +101.61% | +15.05% |
| Since Launch | +1728.81% | +14.39% |
Holdings as on 18 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 180.98 | 7.41 |
| Maruti Suzuki India | 161.69 | 6.62 |
| Eternal | 140.00 | 5.73 |
| Bharti Airtel | 120.94 | 4.95 |
| Hindustan Unilever | 110.86 | 4.54 |
| Bajaj Auto | 102.63 | 4.20 |
| Varun Beverages | 92.97 | 3.81 |
| Trent | 85.57 | 3.50 |
| ITC | 79.99 | 3.27 |
| Asian Paints | 78.72 | 3.22 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.47
Sharpe Ratio
16.52%
Std. Deviation
6.37%
Tracking Error
6.66%
Alpha
1.07
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata India Consumer Fund Regular Growth | +1.58% | +16.03% | +15.32% |
| Nippon India Consumption Fund - Growth | -7.05% | +11.99% | +15.05% |
| Canara Robeco Consumption Fund Regular Plan Growth | -5.78% | +11.82% | +13.35% |
| Axis Consumption Fund Regular Growth | -4.84% | -- | -- |
| Kotak Consumption Fund Regular Growth | +1.63% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
The Nippon India Consumption Fund - Growth has an AUM of 2185.89 crores & has delivered CAGR of 15.05 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.03%. The minimum investment in Nippon India Consumption Fund - Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Maruti Suzuki India, Eternal, Bharti Airtel.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Food Processing, Personal & Household Prods., 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, Axis Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth. Nippon India Consumption Fund - Growth has a sharpe ratio of 0.47 & a standard deviation of 16.52%.
FAQs
According to the morning star rating Nippon India Consumption Fund - Growth has a Medium risk & Exceptional return.
Nippon India Consumption Fund - Growth is managed by Kinjal Desai,Amber Singhania.
The expense ratio of Nippon India Consumption Fund - Growth is 2.03%.
The 5 year annualized return on Nippon India Consumption Fund - Growth is 15.05% & it has generated -7.05% in the last 1 year.
The minimum investment in Nippon India Consumption Fund - Growth is 5000 Rs.
Nippon India Consumption Fund - Growth has an AUM of 2185.89 crores.
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