Axis Consumption Fund Regular Plan - Growth
Expense Ratio: 1.9
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 23-08-2024
Exit Load: Nil
Fund Size:₹3,545.83 Cr
Performance
1Y
Fund-11.52%
Cat. Avg.N/A
2Y
Fund-6.82%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-6.49%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Limited | 239.04 | 8.69% |
| 2 | Titan Company Limited | 177.69 | 6.46% |
| 3 | Eternal Limited | 176.62 | 6.42% |
| 4 | Mahindra & Mahindra Limited | 170.78 | 6.21% |
| 5 | Hindustan Unilever Limited | 134.67 | 4.90% |
| 6 | Maruti Suzuki India Limited | 130.09 | 4.73% |
| 7 | InterGlobe Aviation Limited | 109.72 | 3.99% |
| 8 | Asian Paints Limited | 97.96 | 3.56% |
| 9 | Apollo Hospitals Enterprise Limited | 94.57 | 3.44% |
| 10 | Varun Beverages Limited | 93.88 | 3.41% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57670 | -3.9% | -7.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.9% | -5.0% |
| SI | 07 Oct, 24 | 1.25 L. | 1.19 L. | -5.1% | -5.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 88485 | -11.5% | -11.5% |
| 2Y | 16 Oct, 24 | 1 L. | 86819 | -13.2% | -6.8% |
| SI | 18 Sep, 24 | 1 L. | 86991 | -13.0% | -6.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.