Edelweiss Consumption Fund - Regular - IDCW - Payout
Fund House: Edelweiss Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 20-02-2025 |
| Asset Class: EQUITY |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.39% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 282 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
10.1813
-0.06 (-0.5579%)
1.68%
Benchmark: 14.46%
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 investing predominantly in equity and equity related securities with a focus on companies engaged in consumption and consumption related sectors or allied sectors.
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(%) |
|---|---|---|---|---|---|---|
| Edelweiss Consumption Fund - Regular - IDCW - Payout | 20-02-2025 | - | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 15.23 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 10.15 | - | - | - | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 9.32 | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | 9.26 | 23.48 | 17.64 | 23.02 | 13.73 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.17%
Others
3.36%
Large Cap
66.02%
Mid Cap
23.45%
