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Benchmark Investments

Axis Consumption Fund-Reg(G)

very highequityconsumption
9.67 0.00(0.00%) NAV as on 05 Dec 2025
-1.12 % 1 M
-0.72 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.88

As on 31 Oct, 2025
Age :

1 yrs 2 m

Since 12 09 ,2024
Exit Load :

0%

AUM :

3,879.58 Crs

Portfolio Price To Book Value :

12.62

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 100

Category :

sector funds

Fund Manager :

Shreyash Devalkar,Hitesh Das,Krishnaa N

Launch Date :

12-Sep-24

Scheme Benchmark :

NA

FUND 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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Oct 31 ,2025
Others 0.26 %
Equity 99.74 %

TOP HOLDINGS

Bharti Airtel Ltd.9.43 %
Mahindra & Mahindra Ltd.7.35 %
Eternal Ltd.6.80 %
Hindustan Unilever Ltd.6.01 %
Maruti Suzuki India Ltd.5.93 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Automobiles - Passenger Cars14.18
Telecommunication - Service Provider9.96
Automobile Two & Three Wheelers8.22
Household & Personal Products7.65
Consumer Food7.36
See All Sectors

5-YEARS HISTORY

Financial Year2024-2025
NAV in Rs (as on 31-Mar-2025)8.73
Net Assets(Rs Crores) (as on 31-Mar-2025) 3961.62
Scheme Returns(%)(Absolute)-12.70
B'mark Returns(%)(Absolute)NA
Category Rank99/102

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-20268.820.95NANA
2024-2025NANA-5.58-9.44

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Consumption Fund-Reg(G)Very HighEquity9.670.00(0.00%)NAV As on 05 Dec, 202512-Sep-2024Inception Date3,879.58AUM In Cr.-0.72%1YNA%3YNA%5Y-2.69%Since Inception
Tata India Consumer Fund-Reg(G)Very HighEquity45.20-0.11(-0.25%)NAV As on 05 Dec, 202528-Dec-2015Inception Date2,660.16AUM In Cr.-2.15%1Y17.23%3Y17.74%5Y16.38%Since Inception
ICICI Pru Bharat Consumption Fund-Reg(G)Very HighEquity25.67-0.07(-0.27%)NAV As on 05 Dec, 202512-Apr-2019Inception Date3,273.31AUM In Cr.1.10%1Y16.21%3Y17.83%5Y15.22%Since Inception
Mirae Asset Great Consumer Fund-Reg(G)Very HighEquity94.970.10(0.11%)NAV As on 05 Dec, 202529-Mar-2011Inception Date4,769.48AUM In Cr.1.07%1Y16.11%3Y18.83%5Y16.55%Since Inception
Baroda BNP Paribas India Consumption Fund-Reg(G)Very HighEquity32.110.07(0.21%)NAV As on 05 Dec, 202510-Sep-2018Inception Date1,552.24AUM In Cr.-1.08%1Y15.72%3Y17.15%5Y17.46%Since Inception
Canara Rob Consumer Trends Fund-Reg(G)Very HighEquity112.200.46(0.41%)NAV As on 05 Dec, 202514-Sep-2009Inception Date1,999.83AUM In Cr.1.74%1Y15.39%3Y18.21%5Y16.06%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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