Axis Consumption Fund Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 12-09-2024
Asset Class:
Benchmark: NIFTY India Consumption TRI
TER: 1.85% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 4,391 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: If redeemed/switched-out within 12 months from the date of allotment: For 10% of investments: NIL, For remaining investments: 1%. If redeemed/switched-out after 12 months from the date of allotment: NIL.w.e.f 23/08/2024.

8.59

-14.7%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Consumption Fund Regular Plan - Growth 12-09-2024 - - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 13.82 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 9.67 21.97 17.39 14.99 13.24
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 9.02 23.46 17.16 17.16 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 7.1 21.1 16.11 16.01 -
HSBC Consumption Fund - Regular Growth 31-08-2023 7.08 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 6.85 21.11 19.03 20.8 12.89
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 6.58 18.74 12.25 13.45 9.65
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 6.24 19.92 15.63 16.9 14.34
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 6.13 18.5 14.21 15.62 13.67

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.98%

Others

10.4%

Large Cap

65.64%

Mid Cap

13.97%

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