BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH
Fund House: Bajaj Finserv Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 29-11-2024 |
| Asset Class: |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.35% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0 |
| Minimum Topup: 0 |
| Total Assets: 488 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
8.977
0.15 (1.6375%)
-11.01%
Benchmark: 14.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
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(%) |
|---|---|---|---|---|---|---|
| BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH | 29-11-2024 | - | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 15.14 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 10.24 | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | 9.47 | 23.08 | 16.79 | 23.6 | 13.48 |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 9.25 | 24.73 | 16.53 | 23.6 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.51%
Others
7.23%
Large Cap
44.0%
Mid Cap
26.26%
