Axis Consumption Fund Regular Plan - IDCW
Category: Equity: Thematic-Consumption
Launch Date: 12-09-2024
AUM:
₹ 3,466.98 Cr
Expense Ratio
1.9%
Benchmark
NIFTY India Consumption TRI
ISIN
INF846K011X4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Mr. Shreyash Devalkar and Mr. Hitesh Das
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Consumption Fund Regular Plan - IDCW | 4.29 | - | - |
| Nifty India Consumption TRI | 10.36 | 18.23 | 15.58 |
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
9.48
Last change
-0.04 (-0.4219%)
Fund Size (AUM)
₹ 3,466.98 Cr
Performance
-4.46% (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
Mr. Shreyash Devalkar and Mr. Hitesh Das
Riskometer
-
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 8.97 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 7.91 |
| MARUTI SUZUKI INDIA LIMITED EQ | 6.32 |
| ZOMATO LIMITED EQ | 6.17 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 5.4 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.58 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.5 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.01 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 2.53 |
| TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- | 2.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 23.47 |
| Fast Moving Consumer Goods | 22.31 |
| Consumer Services | 17.54 |
| Consumer Durables | 10.56 |
| Telecommunication | 9.55 |
| Healthcare | 5.32 |
| Services | 3.25 |
| Financial Services | 2.92 |
| Power | 1.29 |
| Chemicals | 1.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Consumption Fund Reg IDCW | 0.0 |
| BOI Consumption Fund Reg Gr | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 15.32 |
| ABSL Consumption FundGr | 14.39 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| UTI India Consumer Reg Gr | 12.3 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 16.16 |
| Axis Consumption Fund Reg Gr | 0.0 |
| Mahindra Manulife Consumption Fund Reg Gr | 14.14 |