Axis Consumption Fund Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 12-09-2024
Minimum Investment: 0.0
Asset Class:
Minimum Topup: 0.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 3962.0 As on (31-03-2025)
Expense Ratio: 1.85% As on (31-03-2025)
Turn over: 81.00% | 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.
NAV as on 25-04-2025
9.05
-0.15
CAGR Since Inception
-10.13%
NIFTY India Consumption TRI 14.78%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Consumption Fund Regular Plan - Growth | - | - | - | - | -10.13 |
| Nifty India Consumption TRI | 11.92 | 18.49 | 22.36 | 14.23 | 14.78 |
| Equity: Thematic-Consumption | 7.39 | 17.22 | 23.29 | 14.26 | 10.86 |
Funds Manager
Hitesh Das,Shreyash Devalkar
RETURNS CALCULATORS for Axis Consumption Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Consumption Fund Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Consumption Fund Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Consumption Fund Reg Gr | 12-09-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 12.93 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Consumption Reg Gr | 12-05-2006 | 11.6 | 24.06 | 18.4 | 22.51 | 14.22 |
| Tata India Consumer Reg Gr | 05-12-2015 | 10.33 | 25.39 | 17.98 | 22.55 | 0.0 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 07-09-2018 | 10.08 | 23.21 | 16.92 | 22.08 | 0.0 |
| ABSL India GenNext Fund Gr | 05-08-2005 | 9.25 | 21.6 | 16.19 | 23.23 | 14.89 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 8.97 | 24.25 | 19.86 | 27.62 | 14.62 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 8.27 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 8.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 7.12 | 22.63 | 17.68 | 23.78 | 15.52 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Consumption Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Consumption Fund Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |