Nippon India Consumption Fund - Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹2,452.31 Cr
Expense Ratio
2.20%
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 | -4.58% | -- |
| 3 Months | -4.56% | -- |
| 6 Months | +1.98% | -- |
| 1 Year | -10.12% | -10.12% |
| 2 Years | -- | -7.63% |
| 3 Years | +20.54% | +6.42% |
| 5 Years | +52.72% | +8.84% |
| Since Launch | +1711.59% | +14.05% |
Holdings as on 15 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 232.94 | 9.50 |
| Eternal | 185.95 | 7.58 |
| Hindustan Unilever | 154.07 | 6.28 |
| Bajaj Auto | 109.28 | 4.46 |
| Trent | 89.19 | 3.64 |
| Titan Company | 87.68 | 3.58 |
| TVS Motor Company | 86.77 | 3.54 |
| Asian Paints | 85.45 | 3.48 |
| FSN E-Commerce Ventures Ltd | 82.28 | 3.35 |
| Britannia Industries | 81.54 | 3.32 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.13
Sharpe Ratio
17.00%
Std. Deviation
6.37%
Tracking Error
6.66%
Alpha
1.07
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Canara Robeco Consumption Fund Regular Plan Growth | -7.21% | +7.97% | +8.13% |
| Nippon India Consumption Fund - Growth | -10.12% | +6.42% | +8.84% |
| HSBC Consumption Fund Regular Growth | -1.69% | +12.93% | -- |
| SBI Consumption Opportunities Fund Regular Plan Growth | -13.27% | +2.68% | +8.32% |
| Axis Consumption Fund Regular Growth | -10.77% | -- | -- |
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 2452.31 crores & has delivered CAGR of 8.84 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.20%. 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 & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Eternal, Hindustan Unilever, Bajaj Auto.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Personal & Household Prods., Food Processing, Recreational Products.
Some of the similar funds are Canara Robeco Consumption Fund Regular Plan Growth, Nippon India Consumption Fund - Growth, HSBC Consumption Fund Regular Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Axis Consumption Fund Regular Growth. Nippon India Consumption Fund - Growth has a sharpe ratio of 0.13 & a standard deviation of 17.00%.
FAQs
According to the morning star rating Nippon India Consumption Fund - Growth has a Medium risk & Good return.
Nippon India Consumption Fund - Growth is managed by Kinjal Desai,Amber Singhania.
The expense ratio of Nippon India Consumption Fund - Growth is 2.20%.
The 5 year annualized return on Nippon India Consumption Fund - Growth is 8.84% & it has generated -10.12% 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 2452.31 crores.
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