Nippon India Consumption Fund - Growth

• Alpha 6.66%
• Beta 1.07
• Sharpe Ratio0.93
• Std Deviation 13.96%
• 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 2161.10 crores & has delivered CAGR of 21.64% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.01%. 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 Bharti Airtel, Hindustan Unilever, Mahindra & Mahindra & ITC.

The major sectors where the fund is invested are Personal & Household Prods., Communications Services, Recreational Products & Beverages (Alcoholic).

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Nippon India Consumption Fund - Growth, Tata India Consumer Fund Regular Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth. Nippon India Consumption Fund - Growth has a sharpe ratio of 0.93 & a standard deviation of 13.96%.