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May 21, 2025

Category

Equity

AUM (Cr.)

3,961.62

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.85

Sharpe Ratio

-8.52

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

Sep 12, 2024

Risk Level

Very High

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

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Nifty India Consumption TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Consumption Fund - Regular (G) 0.44 -2.14 0 0 0 -8.5
Benchmark - Nifty India Consumption TRI 1.54 2.58 8.7 20.25 22.64 0
Category Average - BEST EQUITY PERFORMERS 4.35 0.46 7.3 20.93 26.61 11.99
Category Rank 3/10 6/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
HDFC Defence Fund - Regular (IDCW) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
Nippon India Taiwan Equity Fund (G) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 33.4710 -1.45 9.13 16.29 13.43 670.53 2.41 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Bharti Airtel Apr 30, 2025 393.74 9.57 -1.74
Reverse Repo-C C I Apr 30, 2025 201.35 4.89 -51.95
Equity-Hind. Unilever Apr 30, 2025 189.71 4.61 3.69
Equity-ITC Apr 30, 2025 180.97 4.40 3.92
Equity-M & M Apr 30, 2025 175.94 4.28 9.87
Equity-Titan Company Apr 30, 2025 157.58 3.83 21.17
Equity-Maruti Suzuki Apr 30, 2025 152.64 3.71 6.38
Equity-Eternal Ltd Apr 30, 2025 136.44 3.32 15.28
Equity-Interglobe Aviat Apr 30, 2025 115.20 2.80 2.62
Equity-Varun Beverages Apr 30, 2025 104.45 2.54 -3.21

latest news

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Nirman S Morakhia has been appointe...

May 15, 2025 15:16

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

May 06, 2025 09:48

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Namrata Chirag Shah has been appoin...

Apr 02, 2025 10:15

Axis Mutual Fund announces merger of AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund Merger into AXIS Crisil IBX SDL May 2027 Index Fund

Axis Mutual Fund has approved the merger of AXIS Crisil IBX 70:30 CPSE Plus...

Mar 20, 2025 09:58

Axis Nifty500 Momentum 50 ETF announces Withdrawal of the NFO

Axis Mutual Fund has announced that the New Fund Offer (�NFO�) of Axis Nift...

Mar 13, 2025 12:02

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 07, 2025 10:25

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Consumption Fund - Regular (G)
Contact Persone : Shreyash Devalkar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com