Nippon India Consumption Fund - Growth

• Alpha 6.66%
• Beta 1.07
• Sharpe Ratio0.65
• Std Deviation 13.43%
• Tracking Error 6.37%

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 2801.87 crores & has delivered CAGR of 22.39% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.94%. 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 top holdings of the fund include Mahindra And Mahindra, ITC, Maruti Suzuki India & Hindustan Unilever.

The major sectors where the fund is invested are Personal & Household Prods., Constr. & Agric. Machinery, Tobacco & Recreational Products.

Some of the similar funds are Tata India Consumer Fund Regular Growth, Nippon India Consumption Fund - Growth, ICICI Prudential Bharat Consumption Fund Regular Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth. Nippon India Consumption Fund - Growth has a sharpe ratio of 0.65 & a standard deviation of 13.43%.