How are the returns of Axis Consumption Fund - Regular Plan - Growth fund?

Axis Consumption Fund - Regular Plan - Growth fund has delivered a CAGR of 1 year: 0%, 3 years: 0%, 5 years: 0%, and 9 years: 0%. However, its average rolling 1 year: 0.00%, 3 years: 0.00%, 5 years: 0.00%, and 9 years: 0.00%.

How much does Axis Consumption Fund - Regular Plan - Growth Fund charge as expense ratio?

Axis Consumption Fund - Regular Plan - Growth expense ratio is 1.85%

How can I redeem my investments in Axis Consumption Fund - Regular Plan - Growth Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What is the PE and PB ratio of Axis Consumption Fund - Regular Plan - Growth Fund Direct Plan Growth?

Axis Consumption Fund - Regular Plan - Growth current PE is 68.28 and PB ratio is 11.49

What is the minimum SIP amount of Axis Consumption Fund - Regular Plan - Growth Fund?

The minimum SIP amount for this fund is Rs.500.00 and minimum lumpsum is Rs.100.00

Axis Consumption Fund - Regular Plan - Growth

Q: What is the AUM or size of Axis Consumption Fund - Regular Plan - Growth Fund?

The AUM of Axis Consumption Fund - Regular Plan - Growth is currently 3,962 Crores.

Q: What are the top stock holdings of Axis Consumption Fund - Regular Plan - Growth Fund?

The Top 3 stocks are Bharti Airtel, Hindustan Unilever and ITC and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 41% of fund’s portfolio respectively.

Q: What are the top sectors Axis Consumption Fund - Regular Plan - Growthfund has invested in?

Top three sectors of funds are FMCG, Auto and Others accounting for 45% of the total portfolio.

NAV 9.11(1.33%)

Apr 17, 2025

Axis Consumption Fund - Regular Plan - Growth

Portfolio Compare

Decision Maker
Portfolio Quality

AUM

₹3,961 Cr

Expense (%)

1.85

Turnover (%)

N/A

Decision Maker

1. Right Fund

Performance

Quality

2. Right Time

Benchmark

Debt Fund
8%

Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

Right Allocation advice is provided under Omega

Fund Review

3Yr Rolling Returns(%)

Benchmark# : NIFTY 500

Rolling: 1Y 3Y 5Y 9Y

Performance Summary - 10 Year X-Ray

	Dec' 15	Dec' 16	Dec' 17	Dec' 18	Dec' 19	Dec' 20	Dec' 21	Dec' 22	Dec' 23	Dec' 24	YTD
NAV(₹)	-	-	-	-	-	-	-	-	-	9.64	9.11
AUM(Cr.)	-	-	-	-	-	-	-	-	-	4391.15	3961.62
Benchmark# BM# Returns(%)	-	-	-	-	-	-	-	-	-	-7.71	-3.10
Fund Returns(%) ⓘ	-	-	-	-	-	-	-	-	-	-5.58	-5.50
Implied Investor Returns(%) IR(%)	-	-	-	-	-	-	-	-	-	-21.23	-35.47
Alpha(%) (Returns over Benchmark)	-	-	-	-	-	-	-	-	-	2.13	-2.40
Expense Ratio(%)	-	-	-	-	-	-	-	-	-	1.84	1.85

CAGR ⓘ

	9 Year	5 Year	3 Year	1 Year
Benchmark# BM# Returns(%)	-	-	-	-
Fund Returns(%)	-	-	-	-
Implied Investor Returns(%) IR	-	-	-	-

Benchmark# is NIFTY 500

Axis Consumption Fund Review : 19 Apr 2025

Axis Consumption Fund is a Equity - Sectoral Fund - Consumption with an 3,962(Cr) AUM. It is Open Ended scheme launched on 12 Sep 2024. Currently, Shreyash Devalkar and Hitesh Das as the fund managers managing the fund. Benchmark of the scheme is Nifty India Consumption - TRI.

1. How has the Axis Consumption Fund Performed in the past? N/A

The fund has been operational for less than 5 years and hence it too early to be rated on Performance consistency.

The 3, 5 and 9-year average rolling returns and rolling alpha are not available

For last 5 years, Investors have earned less returns than the Fund. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund.

2. How is the Quality of Axis Consumption Fund? Q

Fund's Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.

Portfolio Composition

The fund is 90% in equity and hold 71 number of stocks. The Top 3 stocks are ITC, Hindustan Unilever and Bharti Airtel and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 41% of fund’s portfolio respectively. Top three sectors of funds are FMCG, Auto and Others accounting for 45% of the total portfolio.

3. Should you SIP in Axis Consumption Fund? N/A Q

It is better to invest in a fund with a longer track record as this fund cannot be assessed for consistency of out-performance.

Fund's returns are more likely to be different than its benchmark NIFTY 500 returns, as Fund’s portfolio is significantly different.

You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.

Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

4. What are the Risks in the Axis Consumption Fund?

Axis Consumption Fund is likely to fall lesser than the market. It is likely to do well in a falling market but not in a rising market.

The Fund has fallen harder, but not recovered faster than its Benchmark.

Underlying Asset Quality & Valuation

Underlying Asset Quality Valuation(%) ⓘ

Underlying Asset Valuation (%) ⓘ

Peer Comparison on returns

Upside and Downside Capture Ratio ⓘ

	1 Year	3 Year	5 Year	9 Year
Upside %	-	-	-	-
Downside %	24	29	33	27

Statistical Measure*

	Mean	Std Dev	Sharpe	Sortino	Beta	Alpha
Fund	-0.03%	0.90	-0.05	-0.08	0.81	-2.4%
Benchmark#	-0.06%	0.97	-0.08	-0.12	0.81	-

*Based on daily returns for past 1 year.

Mean and Standard Deviation

	Average Rolling Return				Standard Deviation
	1 Year	3 Year	5 Year	9 Year	1 Year	3 Year	5 Year	9 Year
Fund	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Benchmark#	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Drawdown and Recovery Period ⓘ

No Data Found

Top 10 Holdings

Company (Q)	Sector	% Assets
Clearing Corporation of India Ltd		10.58
Bharti Airtel Limited	Telecom	10.12
Hindustan Unilever Limited	FMCG	4.62
ITC Limited	FMCG	4.4
Mahindra & Mahindra Limited	Auto	4.04
Maruti Suzuki India Limited	Auto	3.62
Titan Company Limited	Consumer Durables	3.28
Zomato Limited	Retail	2.99
InterGlobe Aviation Limited	Miscellaneous	2.83
Varun Beverages Limited	FMCG	2.72

Fund Overview Axis Consumption Fund - Regular Plan - Growth

Launch Date	12 Sep 2024
Benchmark	Nifty India Consumption - TRI
Performance comparison Benchmark#	NIFTY 500
Riskometer	Very High
Turnover	-
Type	Open ended scheme
Return Since Launch	-
Min. Investment	100.00
Min. Additional investment Min. Add. inv.	100.00
Min. SIP	500.00
Min. Cheques	6
Min. Withdrawal	1.00
Exit Load	0.00%
Remark	Nil for 10% of investments and 1% for remaining on or before 12M, Nil after 12M

Portfolio Compare

FAQ : Axis Consumption Fund - Regular Plan - Growth

Axis Consumption Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	N/A	N/A	N/A	N/A
Average Rolling Returns(%)	N/A	N/A	N/A	N/A

The Current NAV of Axis Consumption Fund - Regular Plan - Growth is ₹9.11.

It is better to invest in a fund with a longer track record as Axis Consumption Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Axis Consumption Fund - Regular Plan - Growth fund’s expense ratio is 1.85%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of Axis Consumption Fund - Regular Plan - Growth is currently ₹3,962 Crores.

The Top three stocks are Bharti Airtel, Hindustan Unilever and ITC and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 41% of fund’s portfolio respectively.

Top three sectors of Axis Consumption Fund - Regular Plan - Growth fund are FMCG, Auto and Others accounting for 45% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Consumption Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Consumption.

Shreyash Devalkar and Hitesh Das manage the Axis Consumption Fund - Regular Plan - Growth Fund.

Axis Consumption Fund - Regular Plan - Growth current PE ratio is 68.28 and PB ratio is 11.49

The asset allocation of Axis Consumption Fund - Regular Plan - Growth is Stocks : 89.62%, Debt : 10.41% and Gold : 0%

The minimum SIP amount for Axis Consumption Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹100.00

The exit load for Axis Consumption Fund - Regular Plan - Growth is Nil for 10% of investments and 1% for remaining on or before 12 months, Nil after 12 months

Build your portfolio of top-class funds today.

Start systematic investing now!

Compliance Officer:

Name: Shrikant Jagtap

Email : shrikant.jagtap@moneyworks4me.com

Mobile No: +91 97638 00745

Grievance officer:

Name: Mukta Vaze

Email : mukta.vaze@moneyworks4me.com

Mobile No:+91 98609 19463

Principal Officer:

Name: Atharva Bhide

Email : atharva.bhide@moneyworks4me.com

Mobile No:+91 91758 99463

Sitemap

Download APP

Address: The Alchemists Ark Pvt. Ltd., B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

Complaints: Complaint status | Cancellation and Refund Policy | PML Act | Grievance Redressal Process | ODR | Investor charter | Terms & Conditions | Disclaimer | Disclosure

MoneyWorks4Me method for rating and ranking mutual funds for SIP

MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com

MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:

Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10 years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange (between 8 and 14) and Red (less than 8 out of 20).

Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.

With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.

Here is the summary:

The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.

A 5-Step Journey to Financial Freedom

Read this Book for Free.

*This Offer is only valid till this month only. Claim it now.

Read Now

Book your Appointment Now#

#Limited slots available.

*Color code for outperformance consistency

*Number is average 3 year rolling returns

Does it make it easy to find opportunities without wasting your time?

Are you spending too much time finding opportunities?
Do you have a way of knowing when opportunities from your chosen set of stocks arise in the future?
How confident are you about them?