Nippon India Consumption Fund-Growth Plan-Growth Option

(Erstwhile Reliance Consumption Fund-Growth Plan-Growth Option)
Fund House: Nippon India Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 30-09-2004
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 2.03% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,073.21 Cr As on 31-10-2024(Source:AMFI)
Turn over: 50% | Exit Load: Exit load of 1% if redeemed within 1 month.

193.0473

15.82%

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
1 Years 6 Months
3 Years 2 Months
10 Years 1 Months
16 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate consistent returns by investing in equity or equity related or fixed income securities of media and entertainment and other associated companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.04
Sharpe Ratio 0.93
Alpha 2.61
Beta 0.86
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(%)
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 26.92 22.41 19.15 23.36 13.67
HSBC Consumption Fund - Regular Growth 31-08-2023 34.94 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 31.08 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 29.46 27.39 18.25 20.57 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 27.48 23.87 16.39 20.09 -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 27.07 24.35 20.05 21.85 16.02
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 26.71 21.81 16.44 20.26 15.99
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 26.45 22.4 17.38 17.36 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 26.28 20.1 12.01 16.27 11.01
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 26.01 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.28%

Others

4.48%

Large Cap

61.16%

Mid Cap

17.08%

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