Axis Consumption Fund Regular Plan - IDCW
Category: Equity: Thematic-Consumption
Launch Date: 12-09-2024
AUM:
₹ 3,962 Cr
Expense Ratio
1.85%
Benchmark
NIFTY India Consumption TRI
ISIN
INF846K011X4
Minimum Investment
0.0
Minimum Topup
0.0
Minimum SIP Amount
1000
Fund Manager
Hitesh Das,Shreyash Devalkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Consumption Fund Regular Plan - IDCW | - | - | - |
| Nifty India Consumption TRI | 9.82 | 18.01 | 21.49 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.09
Last change
0.01 (0.11%)
Fund Size (AUM)
₹ 3,962 Cr
Performance
-9.73% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
Hitesh Das,Shreyash Devalkar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 10.58 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 10.12 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 4.62 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.4 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.04 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.62 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.28 |
| ZOMATO LIMITED EQ | 2.99 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.83 |
| Varun Beverages Ltd | 2.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 19.37 |
| Consumer Services | 16.68 |
| Automobile and Auto Components | 13.82 |
| N/A | 10.38 |
| Telecommunication | 10.21 |
| Consumer Durables | 9.01 |
| Healthcare | 8.59 |
| Financial Services | 3.48 |
| Services | 3.12 |
| Power | 1.78 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Consumption Fund Reg IDCW | 0.0 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| Sundaram Consumption Reg Gr | 21.6 |
| Tata India Consumer Reg Gr | 21.94 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 21.21 |
| ABSL India GenNext Fund Gr | 22.18 |
| Nippon India Consumption Gr Gr | 26.73 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 23.54 |