Axis Consumption Fund Regular Plan - IDCW
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-2.87%
Cat. Avg.N/A
2Y
FundN/A
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-5.12%
Cat. Avg.N/A
Fund Facts
Manager(s)
Ms. Krishnaa N
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 | 504.67 | 9.56% |
| 2 | Mahindra & Mahindra Limited | 402.73 | 7.63% |
| 3 | Titan Company Limited | 312.67 | 5.92% |
| 4 | Hindustan Unilever Limited | 294.20 | 5.57% |
| 5 | Eternal Limited | 279.83 | 5.30% |
| 6 | Maruti Suzuki India Limited | 226.83 | 4.30% |
| 7 | Apollo Hospitals Enterprise Limited | 161.63 | 3.06% |
| 8 | Britannia Industries Limited | 159.31 | 3.02% |
| 9 | TVS Motor Company Limited | 157.69 | 2.99% |
| 10 | Nestle India Limited | 141.98 | 2.69% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59389 | -1.0% | -2.1% |
| SI | 07 Oct, 24 | 1.10 L. | 1.09 L. | -1.1% | -1.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 97134 | -2.9% | -2.9% |
| SI | 18 Sep, 24 | 1 L. | 90864 | -9.1% | -5.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.